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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $51,327 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $19,046 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,973 | $102,661+0.3% | $151,645-32.1% | $66,949+53.8% |
| Participation rate | 73.0% | 85.5%-12.6pp | 87.5%-14.5pp | 69.8%+3.1pp |
| Annual return | -14.67% | -10.81%-3.9pp | 3.34%-18.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $5,913 | $4,184+41.3% | $6,165-4.1% | $2,545+132.3% |
| Participant deferral / active EE | $6,193 | $6,645-6.8% | $8,363-25.9% | $4,239+46.1% |
| Admin fee / account holder | $335 | $630-46.9% | $11,614-97.1% | $594-43.5% |