TYLER WILSON

Assisted teams in delivering projects on schedule through effective management and coordination. Supported collaboration among departments to improve project outcomes. Contributed to continuous improvement efforts to enhance project processes and results.

• Your Personal Rate of Return:
• This Quarter .............................................4.70%
• Year to Date ...........................................10.65%
• Your asset allocation has been chosen based on your personal information, utilizing The Standard’s Broad Market Diversification Strategy.
• Seeks aggressive growth of capital as a primary objective while maintaining a small amount in fixed-income securities to minimize big changes in the portfolio’s value.

• Your Account Summary
• Beginning Balance as of 7/1/25 ..........................$10,058.19
• Money In
• Contributions ................................................$0.00
• Money Out
• Distributions ..................................................$0.00
• Deduction/Credits ........................................($18.32)
• Gain/Loss ....................................................$490.63
• Total Ending Balance as of 9/30/25 ..................$10,530.50
• Vested Balance
• ........................................$10,530.50
• Your vested balance is ownership of your employer contributions; employee contributions are always 100 percent vested. For more details, see Page 3.

• Mainspring Managed is designed to answer two questions: how much do I need to save and where do I need to invest? Your Savings and Investment Plan Strategy helps take you from where you are today to where you want to be tomorrow. Below we have summarized your current Savings and Investing Profiles, as well as your stated retirement goals, your progress toward reaching them and what we’re doing to manage your account.
• Your Retirement Goals
• Maintain the same lifestyle during retirement
• Retire at age 65
• $9,063 monthly income (future dollars)
• Your Savings Profile
• Pre-Tax Contributions ........................................5.00%
• Maintain Current Contribution Levels
• Your Investing Profile
• You are a middle-of-the-road investor and prefer both growth potential and consistency of returns. You can tolerate a fair amount of market movement in exchange for more attractive long-term returns.

• Social Security Income
• Self ..............................................................$3,725
• Spouse/Partner ................................................$0
• Retirement Plan Income
• Self ..............................................................$950
• Pension Plan Income
• Self ..............................................................$0
• Other ..............................................................$0
• Total ..............................................................$4,675
• The Social Security Income benefit is calculated using the Social Security Benefit Calculator provided by the Social Security Administration, Office of the Actuary. This calculation assumes you started to work at age 18, the Consumer Price Index increases 3 percent annually and your wage increases 3.5 percent annually. Your projected benefit will fluctuate in value and your actual benefit may be more or less than the projection. Please provide an updated amount to The Standard when your Social Security statement is received.

• Below is a comparison of your monthly income goal in retirement with what we project will actually be available. If the number in the “Difference” column is in parentheses, you currently have a shortfall in meeting your retirement income goal. If the number is positive, you are currently on track to have adequate income based on your current Savings and Investment Plan Strategy.
• Income Goal
• Projected Income
• Difference
• Amount you are expected to need each month in retirement.
• Expected available monthly income in retirement.
• Difference between your income goal and projected income.
• Monthly Income
• $9,063
• $4,675
• ($4,388)
• You may need to find opportunities to increase savings outside the retirement plan. You should save an additional $900.00 per month outside your retirement plan, and increase this amount each year as your salary increases, to reach your retirement income goal.
• You have chosen StanCorp Investment Advisers, Inc. to manage your Savings and Investment Plan Strategy. It is based on information you have provided regarding your personal circumstances, investment objective, risk tolerance and projected income in retirement. Please review your Saving and Investment Plan Strategy to ensure it accurately represents your situation and goals. Should your circumstances change at any time, please notify The Standard immediately. The Standard cannot be responsible for failing to act upon information of which it had no knowledge. Our Mainspring representatives are available to help you personally at 800.858.5420.

• Investment
• Balance on 7/1/25
• Contributions
• Gain/Loss
• Transfers
• Distributions
• Deductions/Credits
• Balance on 9/30/25
• Stable Asset Fund II
• 489.30
• 0.00
• 2.40
• 33.89
• (0.89)
• 524.70
• Pgim Total Return Bond Z
• 1,484.40
• 27.76
• 53.82
• (2.68)
• 1,563.30
• MFS Value R6
• 1,105.23
• 37.07
• 30.99
• (2.02)
• 1,171.27
• Fidelity 500 Index
• 2,333.00
• 177.97
• (65.79)
• (4.26)
• 2,440.92
• American Century Ultra R6
• 1,122.85
• 85.80
• (42.47)
• (2.03)
• 1,164.15
• MFS Mid Cap Value R6
• 400.50
• 16.16
• 4.79
• (0.74)
• 420.71
• Macquarie Mid Cap R6
• 407.07
• 10.48
• (2.77)
• 414.04
• Franklin Small Cap Val R6
• 716.18
• 42.80
• (24.61)
• (1.34)
• 733.03
• MFS Intl Diversification R6
• 1,999.60
• 90.19
• 12.15
• (3.62)
• 2,098.38
• Total
• $10,058.19
• 490.63
• (18.32)
• $10,530.50

• Investment Option
• Future Contributions
• Total Return
• Annualized Return
• Quarter
• YTD
• 1 Year
• 3 Year
• 5 Year
• 10 Year
• Cash Equivalent
• Stable Asset Fund II
• 5%
• 0.49%
• 1.46%
• 1.95%
• 1.33%
• 1.01%
• 0.66%
• Bond
• Pgim Total Return Bond Z
• 15%
• 2.26%
• 5.60%
• 3.63%
• 6.45%
• 0.28%
• 2.72%
• Large Cap Stock
• MFS Value R6
• 11%
• 3.74%
• 10.86%
• 7.45%
• 15.17%
• 12.36%
• 10.70%
• Fidelity 500 Index
• 8%
• 14.82%
• 17.59%
• 24.92%
• 16.45%
• 15.79%
• American Century Ultra R6
• 8.12%
• 14.11%
• 17.85%
• 27.70%
• 14.54%
• 18.07%
• Small/Mid Cap Stock
• MFS Mid Cap Value R6
• 4%
• 4.47%
• 5.16%
• 2.74%
• 14.94%
• 14.17%
• 10.32%
• Macquarie Mid Cap R6
• 3.00%
• 5.04%
• 0.90%
• 11.21%
• 4.89%
• 11.23%
• Franklin Small Cap Val R6
• 7%
• 4.62%
• 4.93%
• 5.38%
• 14.39%
• 13.95%
• 10.24%
• International Stock
• MFS Intl Diversification R6
• 20%
• 4.91%
• 23.41%
• 14.06%
• 19.96%
• 8.86%
• 9.22%

• Contribution Source
• Balance on 7/1/25
• Contributions
• Gain/Loss
• Transfers
• Distributions
• Deductions/Credits
• Balance on 9/30/25
• Vested Balance
• Vested Balance Percent
• Rollover
• 4,300.50
• 0.00
• 209.76
• (7.83)
• 4,502.43
• 100%
• Pre-Tax
• 3,075.40
• 150.03
• (5.59)
• 3,219.84
• Matching
• 2,682.29
• 130.84
• (4.90)
• 2,808.23
• Total
• $10,058.19
• 490.63
• (18.32)
• $10,530.50

• The information below is a summary of the information that was used to develop and implement your Savings and Investment Plan. If any of the below information is incorrect, please reach out to us at 800.858.5420.
• Your Basic Information
• Birth date
• Hire date
• Expected retirement age
• Current annual salary from employer
• Expected average long-term salary growth
• Family retirement date
• Self
• 10/06/1986
• 03/13/2012
• 65
• $44,034
• 3%
• Yes
• Spouse/Partner
• Other Retirement Investments and Savings
• Current Account
• Annual Contribution(s)
• Plan to Increase Contributions as Salary Increases?
• Percent Invested in Stocks or Stock Funds
• Total outside tax-deferred savings for retirement
• $0
• No
• < than 30%
• Total outside non tax-deferred savings for retirement, not including Roth
• Total outside Roth savings for retirement
• Estimated income at retirement from pension plan

• The plan incurs operational expenses (e.g., recordkeeping, accounting, consulting, investment advisory fees and legal services) that may be paid by your employer, paid by revenue sharing received from fund companies, deducted from participant accounts or any combination of these sources. The amount deducted from your account this quarter for operational expenses was:
• Fees: ......................................................$18.32
• Note: Generally, The Standard’s asset-based administration fee for the plan is not deducted from your account but are reflected in the total annual operating expenses of each investment. See your annual disclosure for more details.
• Certain services for your plan account are subject to transaction fees. During the past quarter the following transaction fees were deducted from your account:
• None

• Your investment return is a comprehensive calculation of the assets’ performance which reflects the earnings on all your plan investments with The Standard during the specified period. The calculation uses a weighted cash flow formula based on daily data that takes into account the size and timing of deposits and/or withdrawals during the specified period. Examples of cash flows include contributions/distributions, rollovers and transfers. If the underlying assets in your account decline in value, your investment return may be negative.
• The investment return calculation will be affected by any significant cash flows into or out of your account such as when you first enter the plan or if you roll over a lump sum from a prior account. During a period of significant cash flow, the calculation may indicate an exaggerated investment return.
• Since there are a variety of ways to calculate rate of return, formulas used by different financial institutions may yield different results. Investment decisions should not be made on investment returns alone.
• The Standard is the marketing name for StanCorp Financial Group, Inc. and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Third-party administrative services are provided by Standard Retirement Services, Inc. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc. and StanCorp Investment Advisers, Inc. are subsidiaries of StanCorp Financial Group, Inc. and all are Oregon corporations.

• Successfully Lead and Enjoyed the challenges of Supervising and Motivating other co-workers.