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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $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 | $36,002+61.8% | $161,489-63.9% | $64,728-10.0% |
| Participation rate | 75.4% | 57.4%+17.9pp | 78.7%-3.3pp | 57.9%+17.5pp |
| Annual return | 5.68% | 33.93%-28.3pp | 89.72%-84.0pp | 49.38%-43.7pp |
| Employer contribution / active EE | $1,976 | $1,380+43.2% | $4,268-53.7% | $2,243-11.9% |
| Participant deferral / active EE | $3,540 | $1,815+95.1% | $5,630-37.1% | $2,729+29.7% |
| Admin fee / account holder | $163 | $931-82.5% | $16,006-99.0% | $1,145-85.7% |