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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,296 | $61,058+25.0% | $71,209+7.1% | $85,563-10.8% |
| Participation rate | 59.5% | 58.6%+0.9pp | 73.8%-14.3pp | 66.0%-6.5pp |
| Annual return | 11.77% | 100.41%-88.6pp | 282.51%-270.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $2,472 | $2,199+12.4% | $2,721-9.2% | $2,654-6.9% |
| Participant deferral / active EE | $4,054 | $3,173+27.8% | $4,175-2.9% | $4,375-7.3% |
| Admin fee / account holder | $229 | $855-73.3% | $5,349-95.7% | $834-72.6% |