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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $51,398 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $46,767 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,953 | $100,801-14.7% | $149,730-42.6% | $73,412+17.1% |
| Participation rate | 7.0% | 77.7%-70.7pp | 82.5%-75.5pp | 72.2%-65.2pp |
| Annual return | 11.38% | 265.34%-254.0pp | 276.70%-265.3pp | 59.30%-47.9pp |
| Employer contribution / active EE | $192 | $3,312-94.2% | $4,645-95.9% | $2,234-91.4% |
| Participant deferral / active EE | $423 | $6,404-93.4% | $6,843-93.8% | $3,806-88.9% |
| Admin fee / account holder | $534 | $181+195.1% | $9,310-94.3% | $158+237.9% |