Filed March 4, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,479 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $2,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,164 | $67,594+212.4% | $77,361+173.0% | $69,733+202.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 6.83% | 19.20%-12.4pp | 1011.54%-1004.7pp | 15.22%-8.4pp |
| Employer contribution / active EE | $19,398 | $2,649+632.3% | $2,990+548.7% | $2,250+762.0% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $1,159-99.7% | $5,894-99.9% | $3,102-99.9% |