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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253756 | Distribution (12b-1) fees; Custodial ... | $9,985 |
RELIANCE TRUST COMPANY11+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $9,518 |
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 | $461,323 | $128,603+258.7% | $197,124+134.0% | $67,986+578.6% |
| Participation rate | 99.3% | 81.7%+17.6pp | 86.7%+12.6pp | 57.2%+42.1pp |
| Annual return | 16.64% | 23.77%-7.1pp | 44.34%-27.7pp | 31.67%-15.0pp |
| Employer contribution / active EE | $16,821 | $4,379+284.1% | $6,227+170.1% | $2,019+733.3% |
| Participant deferral / active EE | $14,923 | $6,840+118.2% | $9,135+63.4% | $3,358+344.4% |
| Admin fee / account holder | $44 | $3,035-98.6% | $16,298-99.7% | $3,203-98.6% |