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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $55,658 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,394 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,490 | $61,166-6.0% | $185,837-69.1% | $79,393-27.6% |
| Participation rate | 95.5% | 66.6%+28.9pp | 81.7%+13.8pp | 70.7%+24.8pp |
| Annual return | 13.73% | 19.45%-5.7pp | 122.08%-108.4pp | 116.87%-103.1pp |
| Employer contribution / active EE | $1,395 | $2,321-39.9% | $5,168-73.0% | $2,428-42.5% |
| Participant deferral / active EE | $3,942 | $2,789+41.4% | $5,568-29.2% | $4,046-2.6% |
| Admin fee / account holder | $193 | $710-72.8% | $16,241-98.8% | $627-69.2% |