Filed March 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,719 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,140 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,911 | $60,989+199.9% | $60,899+200.4% | $66,930+173.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | 6.09% | -9.60%+15.7pp | 16.92%-10.8pp | 1.57%+4.5pp |
| Employer contribution / active EE | $18,271 | $2,661+586.7% | $2,702+576.1% | $2,545+617.9% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,238-100.0% |
| Admin fee / account holder | $2 | $338-99.5% | $3,225-99.9% | $593-99.7% |