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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,441 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Ot... | $14,261 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $2,139 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED, INC Service code 15 · EIN 33-0499726 | Recordkeeping | $800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,670 | $60,989+166.7% | $60,919+167.0% | $66,949+143.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.76% | -9.60%-4.2pp | 16.96%-30.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $7,953 | $2,661+198.9% | $2,704+194.1% | $2,545+212.4% |
| Participant deferral / active EE | $10,408 | $3,615+187.9% | $3,814+172.9% | $4,239+145.5% |
| Admin fee / account holder | $188 | $338-44.4% | $3,228-94.2% | $594-68.3% |