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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,767 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $26,456 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,020 | $98,982+35.4% | $162,177-17.4% | $65,185+105.6% |
| Participation rate | 58.5% | 85.8%-27.3pp | 87.6%-29.0pp | 70.2%-11.7pp |
| Annual return | 47.02% | 24.84%+22.2pp | 115.60%-68.6pp | 29.38%+17.6pp |
| Employer contribution / active EE | $3 | $3,467-99.9% | $5,613-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $9,055 | $5,384+68.2% | $7,297+24.1% | $3,514+157.7% |
| Admin fee / account holder | $630 | $596+5.6% | $10,843-94.2% | $847-25.6% |