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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $81,493 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $63,706 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,250 | $44,473-20.7% | $76,518-53.9% | $55,725-36.7% |
| Participation rate | 96.7% | 51.0%+45.7pp | 68.0%+28.7pp | 70.9%+25.8pp |
| Annual return | -4.20% | -2.01%-2.2pp | -0.27%-3.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,167 | $1,101+96.8% | $2,647-18.1% | $2,078+4.3% |
| Participant deferral / active EE | $2,948 | $1,988+48.3% | $3,836-23.2% | $3,356-12.2% |
| Admin fee / account holder | $171 | $134+27.7% | $4,849-96.5% | $115+48.6% |