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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $21,273 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $9,453 |
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 | $65,963 | $78,781-16.3% | $100,528-34.4% | $73,412-10.1% |
| Participation rate | 90.8% | 80.0%+10.7pp | 79.4%+11.4pp | 72.2%+18.6pp |
| Annual return | 20.21% | 31.69%-11.5pp | 30.90%-10.7pp | 59.30%-39.1pp |
| Employer contribution / active EE | $2,958 | $2,420+22.3% | $3,419-13.5% | $2,234+32.5% |
| Participant deferral / active EE | $11,834 | $6,537+81.0% | $6,271+88.7% | $3,806+211.0% |
| Admin fee / account holder | $17 | $145-88.0% | $8,084-99.8% | $158-89.0% |