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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $76,463 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,622 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $14,267 |
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 | $141,440 | $130,224+8.6% | $197,124-28.2% | $79,634+77.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 17.76% | 23.65%-5.9pp | 44.34%-26.6pp | 36.46%-18.7pp |
| Employer contribution / active EE | $9,875 | $4,314+128.9% | $6,227+58.6% | $2,529+290.4% |
| Participant deferral / active EE | $8,691 | $7,378+17.8% | $9,135-4.9% | $3,835+126.7% |
| Admin fee / account holder | $306 | $254+20.2% | $16,298-98.1% | $1,002-69.5% |