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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (securities); Recordkeeping... | $27,044 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 3510 N. CAUSEWAY BOULEVARD · METAIRIE, LA 70002 | Advisory (Plan) | $6,896 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,407 | $82,678+130.3% | $125,391+51.9% | $68,490+178.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.63% | -5.97%-8.7pp | 572.41%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $7,605 | $3,382+124.9% | $4,816+57.9% | $2,597+192.9% |
| Participant deferral / active EE | $6,392 | $6,111+4.6% | $7,448-14.2% | $4,028+58.7% |
| Admin fee / account holder | $428 | $6,277-93.2% | $10,009-95.7% | $5,403-92.1% |