Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $109,282 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,485 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $7,196 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,789 | $50,902-51.3% | $155,534-84.1% | $77,736-68.1% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.0pp |
| Annual return | 14.83% | 34.85%-20.0pp | 64.92%-50.1pp | 31.26%-16.4pp |
| Employer contribution / active EE | $2,586 | $1,991+29.8% | $4,675-44.7% | $2,728-5.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $141 | $437-67.8% | $15,900-99.1% | $433-67.5% |