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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $210,636 |
SUP WELFARE PLAN, INC.8+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $64,937 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,184 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $13,158 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,382 | $63,321-47.3% | $68,808-51.5% | $77,906-57.2% |
| Participation rate | 94.7% | 71.1%+23.6pp | 69.0%+25.7pp | 73.7%+21.0pp |
| Annual return | -15.43% | -6.50%-8.9pp | -6.37%-9.1pp | 12.16%-27.6pp |
| Employer contribution / active EE | $1,723 | $2,794-38.3% | $2,656-35.1% | $2,846-39.5% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $178 | $104+71.0% | $4,936-96.4% | $133+34.5% |