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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $94,179 |
SUP WELFARE PLAN, INC.4+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $57,040 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $11,746 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $11,651 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,345 | $57,606-47.3% | $67,313-54.9% | $75,289-59.7% |
| Participation rate | 95.8% | 68.2%+27.5pp | 69.1%+26.7pp | 72.4%+23.3pp |
| Annual return | -4.72% | -0.47%-4.3pp | -4.08%-0.6pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,880 | $2,206-14.8% | $2,566-26.7% | $2,405-21.8% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $163 | $83+97.4% | $4,507-96.4% | $102+59.6% |