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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $105,771 |
SUP WELFARE PLAN, INC.2+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $56,925 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $16,904 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $10,956 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,829 | $39,819-22.6% | $67,834-54.6% | $57,658-46.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 5.79% | 9.19%-3.4pp | 138.47%-132.7pp | 5.13%+0.7pp |
| Employer contribution / active EE | $2,217 | $1,277+73.6% | $2,403-7.8% | $1,974+12.3% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $193 | $84+130.4% | $4,622-95.8% | $95+103.8% |