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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $60,673 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,110 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $9,847 |
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 | $110,003 | $130,294-15.6% | $170,057-35.3% | $71,529+53.8% |
| Participation rate | 99.2% | 86.2%+13.0pp | 87.0%+12.2pp | 67.9%+31.2pp |
| Annual return | 56.41% | 20.36%+36.0pp | 53.42%+3.0pp | 28.97%+27.4pp |
| Employer contribution / active EE | $9,854 | $4,385+124.7% | $6,790+45.1% | $2,590+280.5% |
| Participant deferral / active EE | $8,014 | $6,928+15.7% | $10,411-23.0% | $4,291+86.8% |
| Admin fee / account holder | $267 | $966-72.4% | $12,826-97.9% | $1,588-83.2% |