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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 65 · EIN 35-0921680 | Account Maintenance | $18,621 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,578 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $14,000 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,894 |
GBQ CONSULTING4+ years Filed as: GBQ CONSULTING LLC Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $9,200 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,284 | $57,352-61.1% | $83,831-73.4% | $64,173-65.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.92% | 11.38%-22.3pp | 850.99%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $4,503 | $2,546+76.9% | $3,631+24.0% | $2,381+89.1% |
| Participant deferral / active EE | $907 | $2,993-69.7% | $4,082-77.8% | $3,470-73.9% |
| Admin fee / account holder | $320 | $4,046-92.1% | $5,479-94.2% | $4,887-93.4% |