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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $76,435 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,789 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $3,921 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,061 | $88,122-82.9% | $141,191-89.3% | $67,579-77.7% |
| Participation rate | 90.6% | 76.5%+14.1pp | 82.5%+8.1pp | 71.3%+19.3pp |
| Annual return | 27.23% | 75.40%-48.2pp | 71.41%-44.2pp | 378.56%-351.3pp |
| Employer contribution / active EE | $603 | $3,224-81.3% | $4,736-87.3% | $2,148-71.9% |
| Participant deferral / active EE | $2,898 | $5,958-51.4% | $6,710-56.8% | $3,539-18.1% |
| Admin fee / account holder | $107 | $131-18.0% | $10,264-99.0% | $142-24.5% |