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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $75,181 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,235 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,443 |
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 | $28,811 | $52,293-44.9% | $178,499-83.9% | $73,412-60.8% |
| Participation rate | 97.1% | 65.3%+31.8pp | 81.9%+15.2pp | 72.2%+25.0pp |
| Annual return | 15.29% | 34.75%-19.5pp | 151.10%-135.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $853 | $1,735-50.8% | $5,011-83.0% | $2,234-61.8% |
| Participant deferral / active EE | $3,023 | $2,332+29.6% | $5,202-41.9% | $3,806-20.6% |
| Admin fee / account holder | $101 | $127-20.9% | $13,986-99.3% | $158-36.2% |