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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $90,426 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $10,400 |
STANDARD FINANCIAL GROUP1+ years Service code 19 | Securities Custodian | $7,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,611 | $88,324-28.0% | $115,038-44.7% | $55,191+15.3% |
| Participation rate | 52.6% | 72.5%-19.9pp | 81.4%-28.8pp | 69.2%-16.5pp |
| Annual return | 2.76% | 6.30%-3.5pp | 26.14%-23.4pp | 10.78%-8.0pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,000 | $5,042+38.8% | $6,026+16.2% | $3,046+129.8% |
| Admin fee / account holder | $398 | $105+278.0% | $8,175-95.1% | $91+338.8% |