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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,065 |
Service code 27 · EIN 20-4187012 | Advisory (Plan) | $26,834 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,253 | $46,332+23.6% | $143,797-60.2% | $64,824-11.7% |
| Participation rate | 42.0% | 64.2%-22.2pp | 80.3%-38.3pp | 71.5%-29.5pp |
| Annual return | -14.36% | -10.05%-4.3pp | -0.04%-14.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $856 | $1,911-55.2% | $4,952-82.7% | $2,507-65.9% |
| Participant deferral / active EE | $1,741 | $2,647-34.2% | $5,638-69.1% | $4,311-59.6% |
| Admin fee / account holder | $319 | $154+107.3% | $14,679-97.8% | $188+69.8% |