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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 50 · EIN 93-1253576 | Direct Payment | $38,995 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO Service code 19 · EIN 81-0139474 | Securities Custodian | $38,181 |
RANDALL & HURLEY, INC.7 years Service code 27 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Advisory (Plan) | $11,339 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $3,337 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $0 |
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 | $80,120 | $99,168-19.2% | $96,576-17.0% | $74,440+7.6% |
| Participation rate | 62.6% | 80.7%-18.1pp | 76.0%-13.4pp | 70.7%-8.1pp |
| Annual return | 22.78% | 22.40%+0.4pp | 25.87%-3.1pp | 34.37%-11.6pp |
| Employer contribution / active EE | $1,460 | $2,570-43.2% | $2,965-50.8% | $2,638-44.7% |
| Participant deferral / active EE | $3,589 | $4,936-27.3% | $4,851-26.0% | $4,529-20.7% |
| Admin fee / account holder | $391 | $225+73.8% | $8,253-95.3% | $348+12.3% |