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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Re... | $24,880 |
SHERIDAN ROAD ADVISORS LLC5 years Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 3510 N. CAUSEWAY BOULEVARD · METAIRIE, LA 70002 | Advisory (Plan) | $7,363 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 300 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,591 | $106,749+93.5% | $145,433+42.1% | $82,448+150.6% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | 13.09% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $7,312 | $3,444+112.3% | $4,554+60.6% | $2,551+186.7% |
| Participant deferral / active EE | $7,308 | $6,519+12.1% | $7,897-7.5% | $4,139+76.5% |
| Admin fee / account holder | $237 | $8,390-97.2% | $13,129-98.2% | $7,234-96.7% |