Filed March 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $10,069 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $9,738 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,527 | $52,467+137.3% | $57,196+117.7% | $55,167+125.7% |
| Participation rate | 99.0% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | -2.27% | 7.72%-10.0pp | 14.59%-16.9pp | 169.23%-171.5pp |
| Employer contribution / active EE | $15,831 | $2,477+539.0% | $2,683+490.1% | $1,963+706.6% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-99.8% | $3,141-100.0% | $504-99.9% |