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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,005 |
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $29,605 |
BENEFIT RESOURCES, INC.4 years Service code 27 · EIN 68-0198481 | Advisory (Plan) | $5,021 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
STANCORP FINANCIAL GROUP6 years Service code 19 · EIN 93-1253576 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,922 | $61,356+193.2% | $149,696+20.2% | $71,511+151.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.90% | 35.86%-24.0pp | 134.46%-122.6pp | 28.86%-17.0pp |
| Employer contribution / active EE | $8,700 | $2,382+265.3% | $4,821+80.5% | $2,589+236.0% |
| Participant deferral / active EE | $8,059 | $2,920+176.0% | $5,682+41.8% | $4,291+87.8% |
| Admin fee / account holder | $542 | $1,263-57.1% | $13,212-95.9% | $1,588-65.9% |