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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $79,131 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $51,745 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $37,334 | $31,424+18.8% | $81,473-54.2% | $69,631-46.4% |
| Participation rate | 95.1% | 50.8%+44.2pp | 68.0%+27.1pp | 70.7%+24.4pp |
| Annual return | 14.66% | 22.44%-7.8pp | 38.78%-24.1pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $2,309 | $1,029+124.4% | $2,568-10.1% | $2,032+13.6% |
| Participant deferral / active EE | $2,845 | $1,838+54.8% | $3,537-19.6% | $3,224-11.7% |
| Admin fee / account holder | $172 | $103+68.0% | $4,561-96.2% | $110+56.1% |