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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $64,184 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,416 | $66,459-36.2% | $81,286-47.8% | $77,714-45.4% |
| Participation rate | 83.3% | 68.7%+14.6pp | 69.5%+13.8pp | 70.6%+12.8pp |
| Annual return | 13.68% | 15.95%-2.3pp | 24.80%-11.1pp | 31.26%-17.6pp |
| Employer contribution / active EE | $3,259 | $2,156+51.1% | $2,463+32.3% | $2,727+19.5% |
| Participant deferral / active EE | $3,260 | $3,674-11.3% | $3,883-16.0% | $4,649-29.9% |
| Admin fee / account holder | $272 | $585-53.5% | $5,764-95.3% | $433-37.2% |