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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $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 | $69,745+201.6% | $67,511+211.6% | $74,546+182.2% |
| Participation rate | 99.5% | 71.3%+28.2pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 14.63% | -40.37%+55.0pp | 3517.41%-3502.8pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $8,194 | $2,705+202.9% | $2,733+199.9% | $2,624+212.2% |
| Participant deferral / active EE | $11,271 | $3,636+210.0% | $4,000+181.7% | $4,347+159.3% |
| Admin fee / account holder | $264 | $894-70.4% | $3,999-93.4% | $1,944-86.4% |