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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $53,611 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,842 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,956 | $65,092-21.7% | $143,799-64.6% | $66,938-23.9% |
| Participation rate | 90.8% | 65.2%+25.6pp | 80.3%+10.5pp | 69.8%+21.0pp |
| Annual return | -16.47% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,233 | $2,362-5.4% | $4,952-54.9% | $2,545-12.3% |
| Participant deferral / active EE | $4,040 | $2,920+38.3% | $5,638-28.4% | $4,238-4.7% |
| Admin fee / account holder | $174 | $502-65.3% | $14,677-98.8% | $594-70.6% |