Filed September 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $31,196 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $17,898 |
Service code 10 · EIN 43-1947695 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.3+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,346 | $37,196-58.7% | $154,114-90.0% | $55,725-72.5% |
| Participation rate | 56.0% | 64.1%-8.1pp | 83.0%-27.1pp | 70.9%-14.9pp |
| Annual return | 7.21% | 1319.68%-1312.5pp | 735.16%-728.0pp | 244.93%-237.7pp |
| Employer contribution / active EE | $333 | $1,614-79.3% | $5,298-93.7% | $2,078-84.0% |
| Participant deferral / active EE | $1,064 | $2,068-48.5% | $5,081-79.0% | $3,356-68.3% |
| Admin fee / account holder | $226 | $102+122.1% | $13,411-98.3% | $115+95.9% |