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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY4+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $67,171 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $58,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,648 | $73,102+171.7% | $123,553+60.8% | $56,289+252.9% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.1pp | 69.9%+29.5pp |
| Annual return | -4.40% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,751 | $2,977+59.6% | $4,628+2.6% | $2,111+125.0% |
| Participant deferral / active EE | $7,495 | $5,423+38.2% | $6,426+16.6% | $3,350+123.7% |
| Admin fee / account holder | $594 | $554+7.2% | $9,284-93.6% | $521+14.0% |