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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $20,257 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $9,493 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $1,364 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,333 | $50,637-63.8% | $86,582-78.8% | $62,293-70.6% |
| Participation rate | 81.8% | 67.9%+13.9pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 8.36% | 20.80%-12.4pp | 965.08%-956.7pp | 28.90%-20.5pp |
| Employer contribution / active EE | $803 | $2,075-61.3% | $2,839-71.7% | $2,042-60.7% |
| Participant deferral / active EE | $2,015 | $2,611-22.8% | $3,609-44.2% | $3,169-36.4% |
| Admin fee / account holder | $183 | $413-55.7% | $4,904-96.3% | $479-61.8% |