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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $102,844 |
SUP WELFARE PLAN, INC.6+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $58,981 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $13,147 |
TRUCKER HUSS6+ years Service code 29 · EIN 94-3216063 | Legal | $12,298 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 25-1838406 | Securities Custodian | $11,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,430 | $74,462-45.7% | $81,991-50.7% | $90,274-55.2% |
| Participation rate | 94.7% | 69.7%+25.0pp | 69.3%+25.4pp | 73.4%+21.3pp |
| Annual return | 13.07% | 17.56%-4.5pp | 41.31%-28.2pp | 53.97%-40.9pp |
| Employer contribution / active EE | $1,805 | $2,334-22.7% | $2,498-27.8% | $2,523-28.5% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,231-100.0% |
| Admin fee / account holder | $186 | $98+90.3% | $5,665-96.7% | $114+63.5% |