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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $58,557 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 27 · EIN 42-1558009 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,528 | $63,904-22.5% | $89,340-44.6% | $67,986-27.1% |
| Participation rate | 91.8% | 54.3%+37.5pp | 69.6%+22.3pp | 57.2%+34.6pp |
| Annual return | 14.78% | 18.09%-3.3pp | 20.57%-5.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $5,270 | $1,627+223.9% | $2,231+136.2% | $2,019+161.1% |
| Participant deferral / active EE | $3,891 | $2,691+44.6% | $3,823+1.8% | $3,358+15.9% |
| Admin fee / account holder | $241 | $3,315-92.7% | $6,704-96.4% | $3,203-92.5% |