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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $51,640 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $31,801 |
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 | $128,888 | $136,307-5.4% | $177,848-27.5% | $73,497+75.4% |
| Participation rate | 59.5% | 86.1%-26.6pp | 87.7%-28.2pp | 70.7%-11.2pp |
| Annual return | 16.84% | 18.68%-1.8pp | 48.33%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,564 | $5,829+81.2% | $7,714+36.9% | $3,740+182.5% |
| Admin fee / account holder | $600 | $596+0.8% | $12,431-95.2% | $513+17.0% |