Filed March 4, 2025 (most recent of 2 filings on file)
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| 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 | Direct payment from the plan; Custodi... | $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 | $65,084+224.4% | $67,681+212.0% | $64,340+228.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 6.83% | 20.50%-13.7pp | 590.58%-583.8pp | 24.14%-17.3pp |
| Employer contribution / active EE | $19,398 | $2,398+708.8% | $2,678+624.3% | $1,862+942.0% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $4 | $1,415-99.7% | $6,100-99.9% | $3,703-99.9% |