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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $40,143 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,658 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,582 | $50,815+11.4% | $155,509-63.6% | $77,643-27.1% |
| Participation rate | 41.6% | 63.1%-21.5pp | 78.2%-36.5pp | 70.6%-28.9pp |
| Annual return | 11.42% | 34.80%-23.4pp | 64.67%-53.3pp | 31.24%-19.8pp |
| Employer contribution / active EE | $751 | $1,993-62.3% | $4,672-83.9% | $2,726-72.5% |
| Participant deferral / active EE | $1,650 | $2,822-41.5% | $5,626-70.7% | $4,647-64.5% |
| Admin fee / account holder | $274 | $437-37.3% | $15,912-98.3% | $430-36.4% |