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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $20,289 |
INDEPENDENT FINANCIAL GROUP LLC9+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $7,921 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $6,603 |
Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $5,627 |
RELIANCE TRUST COMPANY9+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $326 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,073 | $58,292-58.7% | $86,640-72.2% | $71,511-66.3% |
| Participation rate | 81.1% | 65.0%+16.1pp | 71.7%+9.4pp | 67.9%+13.2pp |
| Annual return | 12.92% | 21.63%-8.7pp | 592.52%-579.6pp | 28.86%-15.9pp |
| Employer contribution / active EE | $904 | $2,574-64.9% | $3,024-70.1% | $2,589-65.1% |
| Participant deferral / active EE | $2,163 | $3,438-37.1% | $4,438-51.3% | $4,291-49.6% |
| Admin fee / account holder | $244 | $1,057-77.0% | $5,616-95.7% | $1,588-84.7% |