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| Provider | Service type | Compensation |
|---|---|---|
TRUST PARTNERS1+ years Service code 27 4151 AMON CARTER BLVD, MD 2450 · FORT WORTH, TX 76155 | Advisory (Plan) | $22,552 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $19,436 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,430 | $37,117-1.9% | $147,617-75.3% | $55,191-34.0% |
| Participation rate | 95.8% | 63.6%+32.2pp | 84.6%+11.2pp | 69.2%+26.7pp |
| Annual return | -0.13% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,952 | $1,620+82.2% | $5,564-46.9% | $1,899+55.5% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $79 | $86-7.4% | $11,612-99.3% | $91-12.7% |