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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $86,318 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,594 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB Service code 19 · EIN 12-1838406 | Securities Custodian | $8,291 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,310 | $52,293-47.8% | $178,503-84.7% | $73,412-62.8% |
| Participation rate | 91.7% | 65.3%+26.3pp | 81.9%+9.7pp | 72.2%+19.5pp |
| Annual return | 19.62% | 34.75%-15.1pp | 151.12%-131.5pp | 59.30%-39.7pp |
| Employer contribution / active EE | $1,565 | $1,736-9.9% | $5,011-68.8% | $2,234-29.9% |
| Participant deferral / active EE | $4,573 | $2,333+96.0% | $5,202-12.1% | $3,806+20.2% |
| Admin fee / account holder | $121 | $127-5.0% | $13,987-99.1% | $158-23.3% |