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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $88,297 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $61,560 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,949 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,867 | $46,332+7.6% | $143,799-65.3% | $64,819-23.1% |
| Participation rate | 86.0% | 64.2%+21.7pp | 80.3%+5.7pp | 71.5%+14.5pp |
| Annual return | 3.33% | -10.05%+13.4pp | -0.04%+3.4pp | 32.84%-29.5pp |
| Employer contribution / active EE | $2,432 | $1,911+27.2% | $4,952-50.9% | $2,507-3.0% |
| Participant deferral / active EE | $3,679 | $2,647+39.0% | $5,638-34.7% | $4,311-14.6% |
| Admin fee / account holder | $186 | $154+20.9% | $14,677-98.7% | $188-0.9% |