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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $16,018 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 70 · EIN 02-0580939 | Consulting Fees | $9,161 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $6,466 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $228 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,295 | $60,504-56.5% | $81,882-67.9% | $74,478-64.7% |
| Participation rate | 82.5% | 62.9%+19.6pp | 72.4%+10.1pp | 67.2%+15.3pp |
| Annual return | 16.16% | 16.91%-0.8pp | 779.47%-763.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $977 | $2,627-62.8% | $2,916-66.5% | $2,626-62.8% |
| Participant deferral / active EE | $2,146 | $3,400-36.9% | $4,323-50.4% | $4,350-50.7% |
| Admin fee / account holder | $185 | $1,492-87.6% | $7,360-97.5% | $1,946-90.5% |