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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,583 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $27,016 |
Filed as: MANSPERGER, PATTERSON MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $7,200 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,021 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,208 | $138,102-46.3% | $125,381-40.8% | $134,532-44.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,774 | $5,245+10.1% | $4,815+19.9% | $4,741+21.8% |
| Participant deferral / active EE | $10,717 | $7,801+37.4% | $7,448+43.9% | $6,401+67.4% |
| Admin fee / account holder | $559 | $11,568-95.2% | $10,007-94.4% | $11,429-95.1% |