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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Other s... | $88,988 |
SUP WELFARE PLAN, INC.3+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $58,178 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $17,741 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $11,012 |
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 | $32,808 | $44,059-25.5% | $71,671-54.2% | $69,631-52.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 13.21% | 21.97%-8.8pp | 20.65%-7.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $2,148 | $1,305+64.6% | $2,460-12.7% | $2,032+5.7% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $162 | $108+50.3% | $5,558-97.1% | $110+46.6% |