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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $56,896 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $8,203 |
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 | $40,616 | $36,916+10.0% | $156,551-74.1% | $57,658-29.6% |
| Participation rate | 82.4% | 63.4%+19.0pp | 84.0%-1.6pp | 70.2%+12.2pp |
| Annual return | 8.11% | 12.38%-4.3pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,359 | $1,571-13.5% | $5,501-75.3% | $1,974-31.1% |
| Participant deferral / active EE | $2,817 | $1,926+46.3% | $4,871-42.2% | $3,061-8.0% |
| Admin fee / account holder | $103 | $82+24.7% | $13,028-99.2% | $95+8.8% |