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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $51,535 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,229 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,309 | $61,356-6.6% | $149,696-61.7% | $71,511-19.9% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.8pp | 67.9%+28.7pp |
| Annual return | 17.87% | 35.86%-18.0pp | 134.46%-116.6pp | 28.86%-11.0pp |
| Employer contribution / active EE | $3,436 | $2,382+44.3% | $4,821-28.7% | $2,589+32.7% |
| Participant deferral / active EE | $4,162 | $2,920+42.6% | $5,682-26.7% | $4,291-3.0% |
| Admin fee / account holder | $173 | $1,263-86.3% | $13,212-98.7% | $1,588-89.1% |