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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $3,305 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $3,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,728 | $37,117+15.1% | $147,617-71.1% | $55,191-22.6% |
| Participation rate | 46.6% | 63.6%-17.0pp | 84.6%-38.0pp | 69.2%-22.5pp |
| Annual return | 6.80% | 3.44%+3.4pp | 61.98%-55.2pp | 10.78%-4.0pp |
| Employer contribution / active EE | $285 | $1,620-82.4% | $5,564-94.9% | $1,899-85.0% |
| Participant deferral / active EE | $2,666 | $1,985+34.3% | $4,895-45.5% | $3,046-12.5% |
| Admin fee / account holder | $10 | $86-88.3% | $11,612-99.9% | $91-89.0% |