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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $24,352 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $39,384 | $36,916+6.7% | $156,551-74.8% | $57,658-31.7% |
| Participation rate | 96.0% | 63.4%+32.6pp | 84.0%+12.0pp | 70.2%+25.8pp |
| Annual return | 7.10% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,990 | $1,571+90.4% | $5,501-45.7% | $1,974+51.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $89 | $82+7.8% | $13,028-99.3% | $95-5.9% |