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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253756 | Custodial (securities); Sub-transfer ... | $8,978 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,070 | $122,063+224.5% | $184,256+115.0% | $74,478+431.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.71% | 19.92%-6.2pp | 28.85%-15.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $17,026 | $4,539+275.1% | $6,427+164.9% | $2,626+548.3% |
| Participant deferral / active EE | $14,952 | $7,144+109.3% | $9,133+63.7% | $4,350+243.7% |
| Admin fee / account holder | $50 | $1,253-96.0% | $13,899-99.6% | $1,946-97.4% |