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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED INC Service code 13 · EIN 33-0499726 | Contract Administrator | $68,767 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,278 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $8,223 |
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 | $185,947 | $65,582+183.5% | $64,097+190.1% | $71,529+160.0% |
| Participation rate | 99.5% | 73.2%+26.3pp | 72.3%+27.2pp | 67.9%+31.6pp |
| Annual return | 18.55% | 18.96%-0.4pp | 33.75%-15.2pp | 28.97%-10.4pp |
| Employer contribution / active EE | $7,789 | $2,671+191.7% | $2,750+183.2% | $2,590+200.7% |
| Participant deferral / active EE | $10,851 | $3,628+199.1% | $3,881+179.6% | $4,291+152.9% |
| Admin fee / account holder | $226 | $616-63.4% | $3,070-92.6% | $1,588-85.8% |