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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $140,911 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB Service code 19 · EIN 12-1838406 | Securities Custodian | $12,504 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,835 | $56,540-40.2% | $185,849-81.8% | $86,821-61.0% |
| Participation rate | 93.2% | 65.5%+27.7pp | 81.7%+11.5pp | 72.3%+20.9pp |
| Annual return | 18.67% | 118.20%-99.5pp | 122.10%-103.4pp | 97.94%-79.3pp |
| Employer contribution / active EE | $1,558 | $1,844-15.5% | $5,169-69.9% | $2,406-35.2% |
| Participant deferral / active EE | $4,914 | $2,555+92.3% | $5,569-11.8% | $4,132+18.9% |
| Admin fee / account holder | $222 | $150+48.5% | $16,244-98.6% | $170+31.1% |