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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $145,866 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,831 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $13,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,647 | $53,204-31.1% | $155,556-76.4% | $200,096-81.7% |
| Participation rate | 98.2% | 64.1%+34.1pp | 78.2%+20.0pp | 72.0%+26.2pp |
| Annual return | 14.03% | 41.02%-27.0pp | 64.84%-50.8pp | 34.26%-20.2pp |
| Employer contribution / active EE | $1,374 | $1,850-25.7% | $4,675-70.6% | $3,038-54.8% |
| Participant deferral / active EE | $3,591 | $3,163+13.5% | $5,631-36.2% | $5,090-29.5% |
| Admin fee / account holder | $156 | $186-16.1% | $15,885-99.0% | $269-42.1% |