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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $49,473 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 10 · EIN 42-1558009 | Accounting | $7,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,653 | $75,962+16.7% | $154,108-42.5% | $64,173+38.1% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -3.34% | 30.32%-33.7pp | 735.21%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,872 | $3,350-44.1% | $5,298-64.7% | $2,381-21.4% |
| Participant deferral / active EE | $6,309 | $3,175+98.7% | $5,081+24.2% | $3,470+81.8% |
| Admin fee / account holder | $554 | $5,589-90.1% | $13,411-95.9% | $4,887-88.7% |