Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $24,820 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,140 |
MMA SECURITIES LLC1 year Filed as: MARSH INSURANCE & INVESTMENTS LLC Service code 10 · EIN 22-3570392 | Accounting | $6,282 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,082 | $61,166-67.2% | $185,849-89.2% | $79,391-74.7% |
| Participation rate | 86.0% | 66.6%+19.3pp | 81.7%+4.3pp | 70.7%+15.3pp |
| Annual return | 11.70% | 19.45%-7.7pp | 122.10%-110.4pp | 116.88%-105.2pp |
| Employer contribution / active EE | $670 | $2,321-71.1% | $5,169-87.0% | $2,428-72.4% |
| Participant deferral / active EE | $2,112 | $2,789-24.3% | $5,569-62.1% | $4,046-47.8% |
| Admin fee / account holder | $135 | $710-80.9% | $16,244-99.2% | $627-78.4% |