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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $93,173 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,229 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,138 |
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 | $57,767 | $50,812+13.7% | $155,602-62.9% | $77,692-25.6% |
| Participation rate | 77.8% | 63.1%+14.7pp | 78.2%-0.4pp | 70.6%+7.2pp |
| Annual return | 17.23% | 34.85%-17.6pp | 64.81%-47.6pp | 31.25%-14.0pp |
| Employer contribution / active EE | $2,318 | $1,989+16.5% | $4,675-50.4% | $2,726-15.0% |
| Participant deferral / active EE | $3,766 | $2,822+33.4% | $5,629-33.1% | $4,648-19.0% |
| Admin fee / account holder | $169 | $436-61.3% | $15,923-98.9% | $431-60.8% |