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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,062 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $6,755 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,348 | $69,231-15.7% | $91,994-36.6% | $67,579-13.7% |
| Participation rate | 86.7% | 78.9%+7.8pp | 78.6%+8.1pp | 71.3%+15.4pp |
| Annual return | 29.89% | 32.03%-2.1pp | 69.04%-39.1pp | 378.56%-348.7pp |
| Employer contribution / active EE | $2,592 | $2,284+13.5% | $3,453-24.9% | $2,148+20.7% |
| Participant deferral / active EE | $10,366 | $5,854+77.1% | $5,924+75.0% | $3,539+192.9% |
| Admin fee / account holder | $6 | $107-94.1% | $7,744-99.9% | $142-95.6% |