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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 11 · EIN 93-1253576 | Actuarial | $42,537 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $2,944 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 22.97% | 18.13%+4.8pp | 14.64%+8.3pp | 16.32%+6.6pp |
| Employer contribution / active EE | $21,818 | $23,138-5.7% | $41,831-47.8% | $17,007+28.3% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |