Filed July 7, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,732 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,680 |
STANDARD RETIREMENT SERVICES9+ years Service code 19 | Securities Custodian | $9,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,510 | $47,126-35.3% | $149,673-79.6% | $74,419-59.0% |
| Participation rate | 89.2% | 63.4%+25.8pp | 78.8%+10.4pp | 70.7%+18.5pp |
| Annual return | 14.78% | 22.75%-8.0pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,163 | $1,905-39.0% | $4,818-75.9% | $2,637-55.9% |
| Participant deferral / active EE | $3,722 | $2,728+36.5% | $5,680-34.5% | $4,528-17.8% |
| Admin fee / account holder | $191 | $343-44.4% | $13,210-98.6% | $348-45.2% |