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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,879 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,551 | $59,448-20.0% | $93,696-49.2% | $74,459-36.1% |
| Participation rate | 60.3% | 59.6%+0.6pp | 68.7%-8.5pp | 67.2%-7.0pp |
| Annual return | 15.57% | 82.11%-66.5pp | 133.74%-118.2pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $1,415 | $1,266+11.8% | $2,422-41.6% | $2,626-46.1% |
| Participant deferral / active EE | $2,628 | $3,052-13.9% | $4,417-40.5% | $4,350-39.6% |
| Admin fee / account holder | $175 | $3,027-94.2% | $8,287-97.9% | $1,945-91.0% |