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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,296 | $49,796+53.2% | $136,867-44.3% | $69,255+10.2% |
| Participation rate | 59.5% | 62.1%-2.6pp | 74.5%-15.1pp | 69.0%-9.6pp |
| Annual return | 11.77% | 12.45%-0.7pp | 42.97%-31.2pp | 26.73%-15.0pp |
| Employer contribution / active EE | $2,472 | $2,044+20.9% | $3,547-30.3% | $2,645-6.6% |
| Participant deferral / active EE | $4,054 | $2,062+96.6% | $4,924-17.7% | $2,890+40.3% |
| Admin fee / account holder | $229 | $484-52.8% | $10,340-97.8% | $733-68.8% |