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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $55,110 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,462 | $37,117+14.4% | $147,617-71.2% | $55,191-23.1% |
| Participation rate | 83.7% | 63.6%+20.1pp | 84.6%-0.9pp | 69.2%+14.6pp |
| Annual return | 4.09% | 3.44%+0.6pp | 61.98%-57.9pp | 10.78%-6.7pp |
| Employer contribution / active EE | $1,360 | $1,620-16.1% | $5,564-75.6% | $1,899-28.4% |
| Participant deferral / active EE | $2,503 | $1,985+26.1% | $4,895-48.9% | $3,046-17.8% |
| Admin fee / account holder | $111 | $86+30.0% | $11,612-99.0% | $91+22.5% |