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| Provider | Service type | Compensation |
|---|---|---|
TRUST PARTNER3 years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $18,448 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $13,169 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE Service code 19 · EIN 93-1253576 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,775 | $64,176+2.5% | $112,263-41.4% | $66,949-1.8% |
| Participation rate | 29.8% | 68.4%-38.6pp | 75.1%-45.2pp | 69.8%-40.0pp |
| Annual return | -12.82% | -13.80%+1.0pp | 27.49%-40.3pp | 1.57%-14.4pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,400 | $3,694-62.1% | $4,729-70.4% | $4,239-67.0% |
| Admin fee / account holder | $597 | $626-4.7% | $6,410-90.7% | $594+0.5% |