Filed March 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $9,135 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,181 |
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 | $117,026 | $65,322+79.2% | $70,476+66.1% | $73,493+59.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | -8.72% | 15.71%-24.4pp | 109.12%-117.8pp | 28.51%-37.2pp |
| Employer contribution / active EE | $16,889 | $2,460+586.6% | $2,738+516.9% | $2,270+644.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-99.9% | $3,847-100.0% | $513-99.9% |