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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $50,176 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $5,466 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB FINANCIAL SERVICES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,676 | $72,639+11.1% | $90,766-11.1% | $66,949+20.5% |
| Participation rate | 82.4% | 73.7%+8.7pp | 75.7%+6.7pp | 69.8%+12.5pp |
| Annual return | -18.21% | -12.28%-5.9pp | -12.16%-6.1pp | 1.57%-19.8pp |
| Employer contribution / active EE | $3,019 | $2,369+27.4% | $2,922+3.3% | $2,545+18.6% |
| Participant deferral / active EE | $6,559 | $3,979+64.9% | $4,565+43.7% | $4,239+54.7% |
| Admin fee / account holder | $339 | $708-52.1% | $8,446-96.0% | $594-42.9% |