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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $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 | $42,909+35.8% | $152,093-61.7% | $71,012-18.0% |
| Participation rate | 75.4% | 54.7%+20.7pp | 77.8%-2.4pp | 58.6%+16.8pp |
| Annual return | 5.68% | 30.57%-24.9pp | 66.36%-60.7pp | 37.67%-32.0pp |
| Employer contribution / active EE | $1,976 | $1,369+44.3% | $4,175-52.7% | $2,348-15.8% |
| Participant deferral / active EE | $3,540 | $1,904+85.9% | $5,451-35.1% | $3,246+9.1% |
| Admin fee / account holder | $163 | $1,014-83.9% | $14,497-98.9% | $1,167-86.0% |