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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $61,561 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 13 · EIN 33-0499726 | Contract Administrator | $17,281 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,651 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,383 | $69,708+201.8% | $67,560+211.4% | $74,478+182.5% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 14.63% | -40.67%+55.3pp | 3533.50%-3518.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $8,194 | $2,715+201.8% | $2,737+199.4% | $2,626+212.0% |
| Participant deferral / active EE | $11,271 | $3,637+209.9% | $4,004+181.5% | $4,350+159.1% |
| Admin fee / account holder | $264 | $887-70.2% | $3,994-93.4% | $1,946-86.4% |