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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $61,034 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,566 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,324 | $55,470+8.8% | $155,556-61.2% | $74,478-19.0% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 13.12% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,839 | $2,267+25.2% | $4,675-39.3% | $2,626+8.1% |
| Participant deferral / active EE | $4,561 | $2,838+60.7% | $5,631-19.0% | $4,350+4.8% |
| Admin fee / account holder | $211 | $1,744-87.9% | $15,885-98.7% | $1,946-89.1% |