Filed May 17, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD2 years Service code 12 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $64,519 |
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT Service code 27 · EIN 36-3168081 | Advisory (Plan) | $31,605 |
Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,779 | $60,124+215.6% | $90,404+109.9% | $79,858+137.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.65% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,765 | $2,068+178.8% | $3,262+76.7% | $2,471+133.3% |
| Participant deferral / active EE | $11,648 | $2,938+296.4% | $3,963+193.9% | $3,740+211.4% |
| Admin fee / account holder | $891 | $3,976-77.6% | $5,611-84.1% | $5,306-83.2% |