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 | $129,159-3.0% | $184,243-32.0% | $77,714+61.3% |
| Participation rate | 99.6% | 87.4%+12.2pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 13.23% | 33.22%-20.0pp | 28.82%-15.6pp | 31.26%-18.0pp |
| Employer contribution / active EE | $8,393 | $4,410+90.3% | $6,427+30.6% | $2,727+207.8% |
| Participant deferral / active EE | $7,436 | $7,305+1.8% | $9,132-18.6% | $4,649+59.9% |
| Admin fee / account holder | $314 | $256+22.7% | $13,914-97.7% | $433-27.6% |