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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $15,202 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,397 |
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 | $119,797 | $69,823+71.6% | $76,902+55.8% | $74,473+60.9% |
| Participation rate | 56.0% | 70.0%-14.1pp | 69.6%-13.6pp | 70.7%-14.8pp |
| Annual return | 24.86% | 19.99%+4.9pp | 37.91%-13.0pp | 34.36%-9.5pp |
| Employer contribution / active EE | $2,180 | $2,148+1.5% | $2,534-14.0% | $2,638-17.4% |
| Participant deferral / active EE | $5,303 | $3,558+49.1% | $3,833+38.3% | $4,530+17.1% |
| Admin fee / account holder | $3 | $398-99.3% | $5,479-99.9% | $347-99.1% |