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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1+ years Service code 59 | Shareholder Servicing | $0 |
STANCORP FINANCIAL GROUP1+ years Service code 10 · EIN 93-1253576 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,558 | $46,732+173.0% | $156,551-18.5% | $55,167+131.2% |
| Participation rate | 92.2% | 65.8%+26.4pp | 84.0%+8.2pp | 69.0%+23.2pp |
| Annual return | -2.49% | 17.72%-20.2pp | 32.23%-34.7pp | 169.23%-171.7pp |
| Employer contribution / active EE | $7,268 | $2,105+245.2% | $5,501+32.1% | $1,963+270.3% |
| Participant deferral / active EE | $3,625 | $2,204+64.5% | $4,871-25.6% | $3,054+18.7% |
| Admin fee / account holder | $215 | $418-48.7% | $13,028-98.4% | $504-57.4% |