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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $60,534 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $8,932 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,183 | $43,496+111.9% | $161,489-42.9% | $64,340+43.3% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 11.57% | 20.76%-9.2pp | 89.72%-78.2pp | 24.14%-12.6pp |
| Employer contribution / active EE | $5,089 | $1,431+255.7% | $4,268+19.2% | $1,862+173.4% |
| Participant deferral / active EE | $9,606 | $1,996+381.3% | $5,630+70.6% | $2,980+222.3% |
| Admin fee / account holder | $152 | $2,330-93.5% | $16,006-99.1% | $3,703-95.9% |