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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 | $38,165+52.6% | $189,758-69.3% | $69,255-15.9% |
| Participation rate | 75.4% | 66.7%+8.7pp | 79.8%-4.4pp | 69.0%+6.3pp |
| Annual return | 5.68% | 14.65%-9.0pp | 52.62%-46.9pp | 26.73%-21.0pp |
| Employer contribution / active EE | $1,976 | $1,589+24.3% | $4,767-58.5% | $2,645-25.3% |
| Participant deferral / active EE | $3,540 | $2,073+70.8% | $5,856-39.5% | $2,890+22.5% |
| Admin fee / account holder | $163 | $714-77.2% | $20,388-99.2% | $733-77.7% |