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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,723 |
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,003 |
BENEFIT RESOURCES, INC.5 years Service code 27 · EIN 68-0198481 | Advisory (Plan) | $4,300 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
STANCORP FINANCIAL GROUP7 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 | $174,538 | $55,423+214.9% | $155,602+12.2% | $74,400+134.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.42% | 269.07%-259.7pp | 64.81%-55.4pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $8,166 | $2,266+260.5% | $4,675+74.7% | $2,624+211.2% |
| Participant deferral / active EE | $7,371 | $2,835+160.0% | $5,629+31.0% | $4,348+69.5% |
| Admin fee / account holder | $651 | $1,744-62.7% | $15,923-95.9% | $1,944-66.5% |