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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,669 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,296 | $51,878+47.1% | $68,368+11.6% | $79,634-4.2% |
| Participation rate | 59.5% | 53.7%+5.8pp | 73.8%-14.3pp | 62.5%-3.0pp |
| Annual return | 11.77% | 137.43%-125.7pp | 292.57%-280.8pp | 36.46%-24.7pp |
| Employer contribution / active EE | $2,472 | $1,931+28.0% | $2,649-6.7% | $2,529-2.3% |
| Participant deferral / active EE | $4,054 | $2,577+57.3% | $4,123-1.7% | $3,835+5.7% |
| Admin fee / account holder | $229 | $942-75.7% | $5,150-95.6% | $1,002-77.2% |