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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 11 · EIN 93-1253576 | Actuarial | $39,191 |
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 27 · EIN 20-4049073 | Advisory (Plan) | $15,413 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $5,976 |
USI CONSULTING GROUP1+ years Filed as: USI KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $2,521 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -2.62% | -0.83%-1.8pp | -0.81%-1.8pp | -7.14%+4.5pp |
| Employer contribution / active EE | $5,346 | $16,035-66.7% | $38,425-86.1% | $14,613-63.4% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |