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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $82,853 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $9,443 |
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 | $46,503 | $46,173+0.7% | $170,435-72.7% | $69,631-33.2% |
| Participation rate | 87.4% | 63.9%+23.5pp | 83.6%+3.8pp | 70.7%+16.7pp |
| Annual return | 16.71% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,525 | $1,610-5.3% | $5,432-71.9% | $2,032-25.0% |
| Participant deferral / active EE | $3,028 | $2,080+45.6% | $4,939-38.7% | $3,224-6.1% |
| Admin fee / account holder | $160 | $116+38.1% | $13,881-98.8% | $110+45.0% |