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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $188,759 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,480 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $20,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,691 | $110,258-74.9% | $102,460-73.0% | $200,096-86.2% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 14.35% | 35.78%-21.4pp | 29.47%-15.1pp | 34.26%-19.9pp |
| Employer contribution / active EE | $1,823 | $3,605-49.4% | $3,025-39.7% | $3,038-40.0% |
| Participant deferral / active EE | $5,272 | $6,377-17.3% | $5,056+4.3% | $5,090+3.6% |
| Admin fee / account holder | $107 | $122-12.7% | $9,460-98.9% | $269-60.4% |