Filed September 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $16,829 |
WILBANKS SECURITIES INC1+ years Filed as: WILBANKS SECURITIES ADVISORY Service code 27 · EIN 73-1497444 | Advisory (Plan) | $9,820 |
Service code 52 | Indirect Investment Fees | $1,767 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,210 | $36,916-58.8% | $156,551-90.3% | $57,658-73.6% |
| Participation rate | 53.1% | 63.4%-10.4pp | 84.0%-30.9pp | 70.2%-17.1pp |
| Annual return | 2.29% | 12.38%-10.1pp | 32.23%-29.9pp | 5.13%-2.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $692 | $1,926-64.0% | $4,871-85.8% | $3,061-77.4% |
| Admin fee / account holder | $126 | $82+53.2% | $13,028-99.0% | $95+33.7% |