Filed September 18, 2025
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $159,816 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,593 | $105,581-87.1% | $70,462-80.7% | $90,274-84.9% |
| Participation rate | 94.1% | 77.5%+16.6pp | 75.1%+19.1pp | 73.4%+20.8pp |
| Annual return | 5.04% | 14.78%-9.7pp | 109.08%-104.0pp | 53.97%-48.9pp |
| Employer contribution / active EE | $1,820 | $3,304-44.9% | $2,737-33.5% | $2,523-27.9% |
| Participant deferral / active EE | $3,481 | $3,813-8.7% | $3,710-6.2% | $4,231-17.7% |
| Admin fee / account holder | $23 | $68-66.3% | $3,845-99.4% | $114-80.0% |