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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 11 · EIN 93-1253576 | Actuarial | $54,454 |
Filed as: ROEHL & YI INVESTMENT ADVISORS, LLC Service code 70 · EIN 93-1249395 | Consulting Fees | $19,986 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB FUNDS Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 2.20% | 7.73%-5.5pp | 36.37%-34.2pp | 9.30%-7.1pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |