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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $51,871 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $43,061 |
Filed as: SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,401 | $50,902-4.9% | $155,534-68.9% | $77,736-37.7% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 13.36% | 34.85%-21.5pp | 64.92%-51.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,110 | $1,991-44.3% | $4,675-76.3% | $2,728-59.3% |
| Participant deferral / active EE | $4,900 | $2,824+73.5% | $5,630-13.0% | $4,651+5.4% |
| Admin fee / account holder | $269 | $437-38.4% | $15,900-98.3% | $433-37.9% |