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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253756 | Custodial (other than securities); Sh... | $10,654 |
RELIANCE TRUST COMPANY8+ 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 | $287,860 | $102,661+180.4% | $151,639+89.8% | $66,938+330.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -16.95% | -10.81%-6.1pp | 3.34%-20.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $14,837 | $4,184+254.6% | $6,165+140.7% | $2,545+482.9% |
| Participant deferral / active EE | $12,709 | $6,645+91.3% | $8,363+52.0% | $4,238+199.9% |
| Admin fee / account holder | $60 | $630-90.5% | $11,613-99.5% | $594-89.9% |