Filed September 18, 2025
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $100,944 |
RELIANCE TRUST COMPANY2 years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,312 | $87,173-82.4% | $59,883-74.4% | $75,289-79.7% |
| Participation rate | 89.3% | 74.5%+14.8pp | 74.7%+14.6pp | 72.4%+16.9pp |
| Annual return | 11.78% | -2.14%+13.9pp | 3.46%+8.3pp | -0.04%+11.8pp |
| Employer contribution / active EE | $1,691 | $3,473-51.3% | $2,722-37.9% | $2,405-29.7% |
| Participant deferral / active EE | $2,990 | $3,379-11.5% | $3,402-12.1% | $3,739-20.0% |
| Admin fee / account holder | $24 | $75-67.9% | $3,591-99.3% | $102-76.5% |