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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,368 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,071 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,225 | $52,293-57.5% | $178,503-87.5% | $73,412-69.7% |
| Participation rate | 71.9% | 65.3%+6.6pp | 81.9%-10.0pp | 72.2%-0.2pp |
| Annual return | 12.63% | 34.75%-22.1pp | 151.12%-138.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $445 | $1,736-74.4% | $5,011-91.1% | $2,234-80.1% |
| Participant deferral / active EE | $2,565 | $2,333+9.9% | $5,202-50.7% | $3,806-32.6% |
| Admin fee / account holder | $80 | $127-37.2% | $13,987-99.4% | $158-49.4% |