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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $37,603 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $15,694 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,686 | $46,464+6.9% | $150,298-66.9% | $79,634-37.6% |
| Participation rate | 33.2% | 57.0%-23.7pp | 77.8%-44.6pp | 62.5%-29.3pp |
| Annual return | 11.79% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $349 | $1,512-76.9% | $4,154-91.6% | $2,529-86.2% |
| Participant deferral / active EE | $970 | $2,157-55.0% | $5,453-82.2% | $3,835-74.7% |
| Admin fee / account holder | $480 | $891-46.1% | $14,116-96.6% | $1,002-52.1% |