Filed February 11, 2020 (most recent of 11 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $72,321 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,817 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $12,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,325 | $129,227-3.0% | $184,256-32.0% | $77,762+61.2% |
| Participation rate | 99.6% | 87.4%+12.3pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 13.23% | 33.24%-20.0pp | 28.85%-15.6pp | 31.27%-18.0pp |
| Employer contribution / active EE | $8,393 | $4,412+90.2% | $6,427+30.6% | $2,728+207.6% |
| Participant deferral / active EE | $7,436 | $7,307+1.8% | $9,133-18.6% | $4,651+59.9% |
| Admin fee / account holder | $314 | $256+22.7% | $13,899-97.7% | $433-27.5% |