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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $104,699 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,554 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,609 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,258 | $46,464+25.4% | $150,298-61.2% | $79,634-26.8% |
| Participation rate | 75.4% | 57.0%+18.4pp | 77.8%-2.4pp | 62.5%+12.9pp |
| Annual return | 5.68% | 27.89%-22.2pp | 62.79%-57.1pp | 36.46%-30.8pp |
| Employer contribution / active EE | $1,976 | $1,512+30.7% | $4,154-52.4% | $2,529-21.9% |
| Participant deferral / active EE | $3,540 | $2,157+64.1% | $5,453-35.1% | $3,835-7.7% |
| Admin fee / account holder | $163 | $891-81.7% | $14,116-98.8% | $1,002-83.7% |