Filed September 18, 2025
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $149,720 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $28,966 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,074 | $92,091-85.8% | $63,018-79.3% | $77,958-83.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 74.8%+16.1pp | 71.6%+19.2pp |
| Annual return | 19.71% | 16.23%+3.5pp | 87.62%-67.9pp | 20.87%-1.2pp |
| Employer contribution / active EE | $1,611 | $3,424-52.9% | $2,761-41.6% | $2,310-30.3% |
| Participant deferral / active EE | $2,778 | $3,361-17.3% | $3,330-16.6% | $3,537-21.4% |
| Admin fee / account holder | $66 | $48+38.0% | $3,601-98.2% | $97-32.1% |