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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $34,728 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,868 | $65,960-89.6% | $81,882-91.6% | $77,762-91.2% |
| Participation rate | 24.4% | 65.8%-41.3pp | 72.4%-47.9pp | 70.6%-46.1pp |
| Annual return | 2.19% | 26.64%-24.4pp | 779.47%-777.3pp | 31.27%-29.1pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $301 | $3,505-91.4% | $4,323-93.0% | $4,651-93.5% |
| Admin fee / account holder | $107 | $526-79.7% | $7,360-98.5% | $433-75.3% |