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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $3,544 |
EGPS1 year Service code 27 · EIN 13-3180178 | Advisory (Plan) | $2,398 |
Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $60,506 | $130,294-53.6% | $170,057-64.4% | $71,529-15.4% |
| Participation rate | 90.8% | 86.2%+4.7pp | 87.0%+3.8pp | 67.9%+22.9pp |
| Annual return | 8.44% | 20.36%-11.9pp | 53.42%-45.0pp | 28.97%-20.5pp |
| Employer contribution / active EE | $2,331 | $4,385-46.8% | $6,790-65.7% | $2,590-10.0% |
| Participant deferral / active EE | $4,637 | $6,928-33.1% | $10,411-55.5% | $4,291+8.1% |
| Admin fee / account holder | $19 | $966-98.0% | $12,826-99.8% | $1,588-98.8% |