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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $57,003 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,745 | $69,823-60.3% | $76,872-63.9% | $74,460-62.7% |
| Participation rate | 67.4% | 70.0%-2.6pp | 69.6%-2.2pp | 70.7%-3.4pp |
| Annual return | 17.54% | 19.99%-2.5pp | 37.90%-20.4pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,657 | $2,148+23.7% | $2,533+4.9% | $2,638+0.7% |
| Participant deferral / active EE | $2,513 | $3,558-29.4% | $3,832-34.4% | $4,530-44.5% |
| Admin fee / account holder | $197 | $398-50.4% | $5,476-96.4% | $348-43.3% |