Filed July 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,002 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,450 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,181 | $85,766+29.6% | $136,297-18.4% | $70,124+58.5% |
| Participation rate | 79.5% | 74.2%+5.4pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 16.77% | 31.45%-14.7pp | 5156.19%-5139.4pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,576 | $2,966+54.3% | $4,696-2.5% | $2,342+95.3% |
| Participant deferral / active EE | $9,457 | $5,051+87.2% | $6,247+51.4% | $3,332+183.8% |
| Admin fee / account holder | $563 | $5,420-89.6% | $9,244-93.9% | $4,645-87.9% |