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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $47,887 |
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $34,118 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: TOTAL SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $187,543 | $91,439+105.1% | $135,974+37.9% | $71,511+162.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.61% | 29.90%-12.3pp | 68.30%-50.7pp | 28.86%-11.2pp |
| Employer contribution / active EE | $12,078 | $3,705+226.0% | $4,859+148.6% | $2,589+366.5% |
| Participant deferral / active EE | $12,008 | $7,093+69.3% | $7,760+54.7% | $4,291+179.9% |
| Admin fee / account holder | $35 | $1,267-97.2% | $10,767-99.7% | $1,588-97.8% |