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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $29,744 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,806 | $65,125-61.9% | $143,797-82.7% | $66,949-62.9% |
| Participation rate | 65.6% | 65.2%+0.4pp | 80.3%-14.7pp | 69.8%-4.2pp |
| Annual return | -15.20% | -11.13%-4.1pp | -0.04%-15.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $1,238 | $2,362-47.6% | $4,952-75.0% | $2,545-51.4% |
| Participant deferral / active EE | $2,935 | $2,920+0.5% | $5,638-47.9% | $4,239-30.8% |
| Admin fee / account holder | $139 | $503-72.4% | $14,679-99.1% | $594-76.7% |