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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,904+34.6% | $158,223-68.6% | $65,191-23.8% |
| Participation rate | 33.2% | 62.1%-28.9pp | 79.2%-46.0pp | 63.0%-29.8pp |
| Annual return | 11.79% | 24.43%-12.6pp | 52.09%-40.3pp | 51.24%-39.4pp |
| Employer contribution / active EE | $349 | $1,489-76.6% | $4,109-91.5% | $2,400-85.5% |
| Participant deferral / active EE | $970 | $1,936-49.9% | $5,467-82.3% | $2,671-63.7% |
| Admin fee / account holder | $480 | $793-39.5% | $16,047-97.0% | $907-47.1% |