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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $106,164-20.4% | $147,041-42.5% | $77,692+8.8% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 34.37% | 56.81%-22.4pp | 419.21%-384.8pp | 31.25%+3.1pp |
| Employer contribution / active EE | $3,196 | $4,066-21.4% | $4,935-35.2% | $2,726+17.2% |
| Participant deferral / active EE | $8,323 | $7,993+4.1% | $8,071+3.1% | $4,648+79.1% |
| Admin fee / account holder | $165 | $338-51.1% | $13,006-98.7% | $431-61.6% |