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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Claims pr... | $4,629 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $59,731 | $46,173+29.4% | $170,435-65.0% | $69,631-14.2% |
| Participation rate | 48.4% | 63.9%-15.5pp | 83.6%-35.2pp | 70.7%-22.3pp |
| Annual return | 18.94% | 21.62%-2.7pp | 205.94%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $293 | $1,610-81.8% | $5,432-94.6% | $2,032-85.6% |
| Participant deferral / active EE | $2,787 | $2,080+34.0% | $4,939-43.6% | $3,224-13.5% |
| Admin fee / account holder | $13 | $116-88.5% | $13,881-99.9% | $110-88.0% |