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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $30,394 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,818 | $61,356-53.0% | $149,696-80.7% | $71,511-59.7% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.3pp | 67.9%-1.4pp |
| Annual return | 14.16% | 35.86%-21.7pp | 134.46%-120.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $2,273 | $2,382-4.6% | $4,821-52.9% | $2,589-12.2% |
| Participant deferral / active EE | $2,501 | $2,920-14.3% | $5,682-56.0% | $4,291-41.7% |
| Admin fee / account holder | $136 | $1,263-89.3% | $13,212-99.0% | $1,588-91.5% |