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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $68,533 |
TRUE WEALTH ADVISORS ,LLC3 years Service code 27 · EIN 46-5532509 | Advisory (Plan) | $57,501 |
Filed as: PGIM (PRUDENTIAL FUNDS) Service code 19 | Securities Custodian | $17,638 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 19 | Securities Custodian | $1,106 |
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 | $85,055 | $110,483-23.0% | $145,433-41.5% | $79,634+6.8% |
| Participation rate | 99.5% | 71.1%+28.4pp | 82.1%+17.4pp | 62.5%+37.0pp |
| Annual return | 16.17% | 24.62%-8.5pp | 66.58%-50.4pp | 36.46%-20.3pp |
| Employer contribution / active EE | $3,926 | $4,053-3.1% | $4,554-13.8% | $2,529+55.2% |
| Participant deferral / active EE | $7,135 | $7,216-1.1% | $7,897-9.7% | $3,835+86.1% |
| Admin fee / account holder | $230 | $680-66.2% | $13,129-98.2% | $1,002-77.0% |