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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $19,464 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $4,829 |
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 | $40,308 | $56,640-28.8% | $80,977-50.2% | $57,658-30.1% |
| Participation rate | 91.3% | 75.9%+15.5pp | 75.8%+15.5pp | 70.2%+21.1pp |
| Annual return | 14.88% | 19.97%-5.1pp | 17.11%-2.2pp | 5.13%+9.7pp |
| Employer contribution / active EE | $2,781 | $2,085+33.4% | $3,715-25.1% | $1,974+40.9% |
| Participant deferral / active EE | $11,301 | $4,944+128.6% | $5,696+98.4% | $3,061+269.2% |
| Admin fee / account holder | $28 | $87-68.4% | $5,517-99.5% | $95-70.9% |