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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,700 | $72,254-13.2% | $86,677-27.7% | $64,808-3.3% |
| Participation rate | 62.3% | 80.4%-18.1pp | 76.6%-14.3pp | 71.5%-9.2pp |
| Annual return | -19.87% | 392.42%-412.3pp | 35.91%-55.8pp | 32.82%-52.7pp |
| Employer contribution / active EE | $1,478 | $2,393-38.2% | $2,836-47.9% | $2,506-41.0% |
| Participant deferral / active EE | $3,428 | $4,658-26.4% | $4,656-26.4% | $4,310-20.5% |
| Admin fee / account holder | $316 | $174+81.5% | $7,493-95.8% | $188+68.1% |