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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253756 | Recordkeeping and information managem... | $17,680 |
RELIANCE TRUST COMPANY4+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,804 | $79,523+204.1% | $140,019+72.7% | $56,289+329.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.92% | 2.39%-9.3pp | 651.17%-658.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $12,725 | $3,350+279.8% | $5,605+127.0% | $2,111+502.8% |
| Participant deferral / active EE | $10,245 | $5,129+99.8% | $6,927+47.9% | $3,350+205.8% |
| Admin fee / account holder | $32 | $614-94.8% | $10,705-99.7% | $521-93.9% |