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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $7,497 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,510 |
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 | $51,802 | $65,592-21.0% | $90,161-42.5% | $69,631-25.6% |
| Participation rate | 90.0% | 77.6%+12.4pp | 76.9%+13.1pp | 70.7%+19.3pp |
| Annual return | 27.96% | 57.10%-29.1pp | 34.89%-6.9pp | 27571.02%-27543.1pp |
| Employer contribution / active EE | $2,628 | $2,193+19.8% | $3,318-20.8% | $2,032+29.3% |
| Participant deferral / active EE | $10,637 | $5,257+102.3% | $5,287+101.2% | $3,224+230.0% |
| Admin fee / account holder | $8 | $86-90.3% | $5,943-99.9% | $110-92.4% |