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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $125,400 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,683 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $11,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,808 | $45,000-40.4% | $143,799-81.4% | $77,906-65.6% |
| Participation rate | 98.1% | 66.8%+31.3pp | 80.3%+17.8pp | 73.7%+24.4pp |
| Annual return | -16.12% | 29.03%-45.2pp | -0.04%-16.1pp | 12.16%-28.3pp |
| Employer contribution / active EE | $1,312 | $1,870-29.8% | $4,952-73.5% | $2,846-53.9% |
| Participant deferral / active EE | $3,344 | $3,157+5.9% | $5,638-40.7% | $4,805-30.4% |
| Admin fee / account holder | $139 | $98+40.8% | $14,677-99.1% | $133+4.5% |