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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $26,308 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 65 · EIN 35-0921680 | Account Maintenance | $18,755 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $14,500 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,333 |
GBQ CONSULTING3+ years Filed as: GBQ CONSULTING LLC Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $9,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,021 | $63,346-58.9% | $92,240-71.8% | $70,126-62.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -0.43% | 530.19%-530.6pp | 176.29%-176.7pp | 73.15%-73.6pp |
| Employer contribution / active EE | $4,127 | $2,471+67.0% | $3,680+12.2% | $2,343+76.2% |
| Participant deferral / active EE | $806 | $2,854-71.8% | $3,897-79.3% | $3,332-75.8% |
| Admin fee / account holder | $330 | $3,841-91.4% | $5,194-93.7% | $4,645-92.9% |