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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $11,480 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,580 |
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 | $50,908 | $62,543-18.6% | $83,327-38.9% | $55,725-8.6% |
| Participation rate | 90.2% | 78.4%+11.8pp | 77.8%+12.4pp | 70.9%+19.3pp |
| Annual return | 1.20% | 14.85%-13.7pp | 10.64%-9.4pp | 244.93%-243.7pp |
| Employer contribution / active EE | $2,679 | $2,427+10.4% | $3,379-20.7% | $2,078+28.9% |
| Participant deferral / active EE | $10,739 | $5,682+89.0% | $5,565+93.0% | $3,356+220.0% |
| Admin fee / account holder | $13 | $103-87.3% | $7,540-99.8% | $115-88.6% |