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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (securities); Recordkeeping... | $27,660 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 3510 N. CAUSEWAY BOULEVARD · METAIRIE, LA 70002 | Advisory (Plan) | $6,832 |
CHARLES SCHWAB & CO., INC.4 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 | $184,949 | $102,385+80.6% | $147,080+25.7% | $80,935+128.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.90% | 135.09%-124.2pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $7,353 | $3,717+97.8% | $4,933+49.0% | $2,757+166.7% |
| Participant deferral / active EE | $6,004 | $6,651-9.7% | $8,066-25.6% | $4,299+39.7% |
| Admin fee / account holder | $265 | $7,951-96.7% | $12,989-98.0% | $6,924-96.2% |