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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $93,997 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $44,185 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,596 | $127,481-87.0% | $149,730-88.9% | $90,274-81.6% |
| Participation rate | 90.4% | 78.2%+12.2pp | 82.5%+8.0pp | 73.4%+17.1pp |
| Annual return | 18.64% | 57.78%-39.1pp | 276.70%-258.1pp | 53.97%-35.3pp |
| Employer contribution / active EE | $552 | $3,448-84.0% | $4,645-88.1% | $2,523-78.1% |
| Participant deferral / active EE | $2,955 | $6,975-57.6% | $6,843-56.8% | $4,231-30.2% |
| Admin fee / account holder | $109 | $152-27.9% | $9,310-98.8% | $114-4.1% |