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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $109,292 |
SUP WELFARE PLAN, INC.9+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $59,978 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $16,256 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,254 |
TRUCKER HUSS9+ years Service code 29 · EIN 94-3216063 | Legal | $7,470 |
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 | $36,913 | $70,115-47.4% | $70,548-47.7% | $80,149-53.9% |
| Participation rate | 94.5% | 71.7%+22.8pp | 68.3%+26.1pp | 72.9%+21.5pp |
| Annual return | 14.24% | 134.51%-120.3pp | 32.78%-18.5pp | 40.39%-26.1pp |
| Employer contribution / active EE | $1,693 | $3,021-43.9% | $2,975-43.1% | $2,977-43.1% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,015-100.0% |
| Admin fee / account holder | $181 | $112+61.6% | $6,424-97.2% | $145+25.1% |