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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $48,434 |
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,243 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $0 |
Service code 13 · EIN 26-4203770 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: TOTAL SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,959 | $84,499+100.0% | $125,391+34.7% | $66,949+152.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -19.58% | -8.49%-11.1pp | 572.41%-592.0pp | 1.57%-21.1pp |
| Employer contribution / active EE | $11,205 | $3,554+215.3% | $4,816+132.7% | $2,545+340.2% |
| Participant deferral / active EE | $11,257 | $6,785+65.9% | $7,448+51.1% | $4,239+165.5% |
| Admin fee / account holder | $35 | $685-94.9% | $10,009-99.7% | $594-94.1% |