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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $5,567 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $674 |
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 | $51,017 | $36,916+38.2% | $156,551-67.4% | $57,658-11.5% |
| Participation rate | 45.6% | 63.4%-17.8pp | 84.0%-38.4pp | 70.2%-24.6pp |
| Annual return | 11.38% | 12.38%-1.0pp | 32.23%-20.9pp | 5.13%+6.2pp |
| Employer contribution / active EE | $277 | $1,571-82.3% | $5,501-95.0% | $1,974-85.9% |
| Participant deferral / active EE | $2,529 | $1,926+31.3% | $4,871-48.1% | $3,061-17.4% |
| Admin fee / account holder | $17 | $82-78.9% | $13,028-99.9% | $95-81.6% |