Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $20,971 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Recordkeeping fees; Custodial (securi... | $14,271 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,326 | $36,916+1.1% | $156,551-76.2% | $57,658-35.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | -0.12% | 12.38%-12.5pp | 32.23%-32.3pp | 5.13%-5.3pp |
| Employer contribution / active EE | $7,775 | $1,571+395.1% | $5,501+41.3% | $1,974+293.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $61 | $82-26.1% | $13,028-99.5% | $95-35.5% |