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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $51,582 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 10 · EIN 42-1558009 | Accounting | $5,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,560 | $95,383+30.6% | $185,837-33.0% | $85,856+45.1% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 12.90% | 23.59%-10.7pp | 122.08%-109.2pp | 318.58%-305.7pp |
| Employer contribution / active EE | $1,371 | $3,313-58.6% | $5,168-73.5% | $2,565-46.6% |
| Participant deferral / active EE | $5,625 | $3,423+64.3% | $5,568+1.0% | $3,952+42.3% |
| Admin fee / account holder | $582 | $7,213-91.9% | $16,241-96.4% | $6,261-90.7% |