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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $32,534 |
Service code 27 · EIN 31-1612116 | Advisory (Plan) | $16,009 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participant contribution per participant 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.
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 | $15,719 | $72,770-78.4% | $67,653-76.8% | $55,191-71.5% |
| Participation rate | 87.1% | 78.8%+8.3pp | 75.7%+11.4pp | 69.2%+17.9pp |
| Annual return | -0.52% | -3.26%+2.7pp | 6625.22%-6625.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $585 | $1,769-66.9% | $2,266-74.2% | $1,899-69.2% |
| Participant deferral / active EE | $1,512 | $3,408-55.6% | $3,560-57.5% | $3,046-50.4% |
| Admin fee / account holder | $90 | $79+13.7% | $4,821-98.1% | $91-1.3% |