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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $116,532 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,645 |
THE STANDARD1 year Service code 15 · EIN 93-0242990 | Recordkeeping | $37,016 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 13 · EIN 68-0414789 | Contract Administrator | $22,364 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB Service code 19 · EIN 12-1838406 | Securities Custodian | $12,608 |
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 | $27,494 | $46,332-40.7% | $143,797-80.9% | $64,824-57.6% |
| Participation rate | 91.0% | 64.2%+26.7pp | 80.3%+10.7pp | 71.5%+19.5pp |
| Annual return | -13.92% | -10.05%-3.9pp | -0.04%-13.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $1,551 | $1,911-18.8% | $4,952-68.7% | $2,507-38.1% |
| Participant deferral / active EE | $4,750 | $2,647+79.4% | $5,638-15.8% | $4,311+10.2% |
| Admin fee / account holder | $131 | $154-14.7% | $14,679-99.1% | $188-30.1% |