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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,072 |
SUP WELFARE PLAN, INC.10+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $53,854 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $15,303 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,458 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $6,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,301 | $81,301-51.7% | $76,119-48.4% | $199,960-80.3% |
| Participation rate | 97.1% | 70.1%+27.1pp | 69.1%+28.1pp | 72.0%+25.1pp |
| Annual return | 10.39% | 16.31%-5.9pp | 361.25%-350.9pp | 34.28%-23.9pp |
| Employer contribution / active EE | $1,886 | $3,352-43.7% | $2,693-30.0% | $3,036-37.9% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,087-100.0% |
| Admin fee / account holder | $182 | $145+25.5% | $6,421-97.2% | $269-32.4% |