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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $48,519 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,674 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,701 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,334 | $60,261+197.6% | $81,783+119.3% | $74,546+140.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.25% | 16.88%-3.6pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $9,286 | $2,622+254.2% | $2,913+218.8% | $2,624+253.8% |
| Participant deferral / active EE | $12,744 | $3,388+276.2% | $4,320+195.0% | $4,347+193.1% |
| Admin fee / account holder | $681 | $1,482-54.1% | $7,380-90.8% | $1,944-65.0% |