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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 50 · EIN 93-1253576 | Direct Payment | $46,984 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO Service code 19 · EIN 81-0139474 | Securities Custodian | $46,083 |
RANDALL & HURLEY, INC.8 years Service code 27 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Advisory (Plan) | $5,319 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $2,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,743 | $79,209+5.7% | $102,434-18.2% | $74,459+12.5% |
| Participation rate | 64.1% | 74.8%-10.7pp | 76.5%-12.4pp | 67.2%-3.1pp |
| Annual return | 14.33% | 54.98%-40.7pp | 29.46%-15.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $2,074 | $2,362-12.2% | $3,023-31.4% | $2,626-21.0% |
| Participant deferral / active EE | $4,786 | $4,417+8.3% | $5,055-5.3% | $4,350+10.0% |
| Admin fee / account holder | $440 | $2,002-78.0% | $9,462-95.4% | $1,945-77.4% |