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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,218 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,983 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,321 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,119 | $121,341+1.5% | $189,513-35.0% | $79,386+55.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.82% | 21.08%-6.3pp | 555.15%-540.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $10,880 | $3,915+177.9% | $6,162+76.6% | $2,427+348.2% |
| Participant deferral / active EE | $8,323 | $6,395+30.1% | $8,221+1.2% | $4,046+105.7% |
| Admin fee / account holder | $347 | $651-46.8% | $12,045-97.1% | $626-44.6% |