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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $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 | $42,909+15.8% | $152,093-67.3% | $71,012-30.0% |
| Participation rate | 33.2% | 54.7%-21.5pp | 77.8%-44.6pp | 58.6%-25.3pp |
| Annual return | 11.79% | 30.57%-18.8pp | 66.36%-54.6pp | 37.67%-25.9pp |
| Employer contribution / active EE | $349 | $1,369-74.5% | $4,175-91.6% | $2,348-85.1% |
| Participant deferral / active EE | $970 | $1,904-49.1% | $5,451-82.2% | $3,246-70.1% |
| Admin fee / account holder | $480 | $1,014-52.7% | $14,497-96.7% | $1,167-58.9% |