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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $87,775 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 | Securities Custodian | $1,185 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE Service code 19 · EIN 93-1253576 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,504 | $106,264-20.5% | $147,117-42.6% | $77,762+8.7% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 34.37% | 56.94%-22.6pp | 420.54%-386.2pp | 31.27%+3.1pp |
| Employer contribution / active EE | $3,196 | $4,074-21.5% | $4,932-35.2% | $2,728+17.2% |
| Participant deferral / active EE | $8,323 | $8,003+4.0% | $8,065+3.2% | $4,651+79.0% |
| Admin fee / account holder | $165 | $334-50.5% | $12,993-98.7% | $433-61.8% |