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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253756 | Claims processing; Shareholder servic... | $9,133 |
RELIANCE TRUST COMPANY9+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,782 | $130,294+166.2% | $170,043+103.9% | $71,511+384.9% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 19.30% | 20.36%-1.1pp | 53.40%-34.1pp | 28.86%-9.6pp |
| Employer contribution / active EE | $15,778 | $4,385+259.8% | $6,790+132.4% | $2,589+509.4% |
| Participant deferral / active EE | $13,925 | $6,928+101.0% | $10,410+33.8% | $4,291+224.5% |
| Admin fee / account holder | $51 | $966-94.7% | $12,824-99.6% | $1,588-96.8% |