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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,396 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,554 | $54,590+97.0% | $81,726+31.6% | $73,497+46.3% |
| Participation rate | 67.8% | 68.3%-0.5pp | 72.0%-4.2pp | 70.7%-2.9pp |
| Annual return | 20.93% | 17.74%+3.2pp | 29.49%-8.6pp | 28.51%-7.6pp |
| Employer contribution / active EE | $2,394 | $1,636+46.3% | $4,311-44.5% | $2,270+5.4% |
| Participant deferral / active EE | $5,336 | $2,759+93.4% | $7,108-24.9% | $3,740+42.7% |
| Admin fee / account holder | $1 | $592-99.8% | $5,160-100.0% | $513-99.8% |