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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $138,555 |
THE STANDARD2 years Service code 15 · EIN 93-0242990 | Recordkeeping | $53,262 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,331 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 13 · EIN 68-0414789 | Contract Administrator | $27,222 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB Service code 19 · EIN 12-1838406 | Securities Custodian | $10,358 |
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 | $24,462 | $50,150-51.2% | $149,723-83.7% | $80,169-69.5% |
| Participation rate | 97.3% | 64.3%+33.0pp | 78.8%+18.5pp | 72.9%+24.3pp |
| Annual return | 25.28% | 29.80%-4.5pp | 134.50%-109.2pp | 40.39%-15.1pp |
| Employer contribution / active EE | $1,612 | $1,868-13.7% | $4,821-66.6% | $2,978-45.9% |
| Participant deferral / active EE | $4,497 | $3,195+40.8% | $5,682-20.9% | $5,016-10.3% |
| Admin fee / account holder | $98 | $153-35.8% | $13,215-99.3% | $145-32.4% |