Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $66,365 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,485 |
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $5,678 |
Filed as: SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,583 | $52,293-62.6% | $178,498-89.0% | $73,412-73.3% |
| Participation rate | 90.7% | 65.3%+25.4pp | 81.9%+8.8pp | 72.2%+18.5pp |
| Annual return | 5.11% | 34.75%-29.6pp | 151.09%-146.0pp | 59.30%-54.2pp |
| Employer contribution / active EE | $1,713 | $1,735-1.3% | $5,011-65.8% | $2,234-23.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $115 | $127-9.4% | $13,985-99.2% | $158-26.9% |