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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $19,493 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 12 · EIN 25-1838406 | Sub-transfer agency fees; Custodial (... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,592 | $36,916-6.3% | $156,551-77.9% | $57,658-40.0% |
| Participation rate | 64.5% | 63.4%+1.0pp | 84.0%-19.5pp | 70.2%-5.7pp |
| Annual return | -0.47% | 12.38%-12.8pp | 32.23%-32.7pp | 5.13%-5.6pp |
| Employer contribution / active EE | $942 | $1,571-40.0% | $5,501-82.9% | $1,974-52.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $42 | $82-48.6% | $13,028-99.7% | $95-55.2% |