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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 50 · EIN 93-1253576 | Direct Payment | $39,443 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $31,644 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,149 |
RANDALL & HURLEY, INC.6 years Service code 27 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Advisory (Plan) | $1,834 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,700 | $72,303-13.3% | $86,698-27.7% | $64,819-3.3% |
| Participation rate | 62.3% | 80.4%-18.1pp | 76.6%-14.3pp | 71.5%-9.2pp |
| Annual return | -19.87% | 392.77%-412.6pp | 35.95%-55.8pp | 32.84%-52.7pp |
| Employer contribution / active EE | $1,478 | $2,393-38.2% | $2,837-47.9% | $2,507-41.1% |
| Participant deferral / active EE | $3,428 | $4,660-26.4% | $4,656-26.4% | $4,311-20.5% |
| Admin fee / account holder | $316 | $174+81.4% | $7,493-95.8% | $188+68.1% |