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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,986 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $13,767 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $13,500 |
NESA PLAN CONSULTANTS1 year Service code 17 · EIN 84-5026529 | Pension Consulting | $2,123 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $0 |
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 | $20,862 | $51,226-59.3% | $82,744-74.8% | $66,938-68.8% |
| Participation rate | 67.5% | 67.9%-0.4pp | 72.6%-5.1pp | 69.8%-2.3pp |
| Annual return | -12.84% | -9.61%-3.2pp | 702.22%-715.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $748 | $2,612-71.4% | $3,008-75.1% | $2,545-70.6% |
| Participant deferral / active EE | $1,902 | $3,460-45.0% | $4,395-56.7% | $4,238-55.1% |
| Admin fee / account holder | $299 | $416-27.9% | $5,325-94.4% | $594-49.6% |