Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,295 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,588 |
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 | $16,299 | $65,092-75.0% | $143,799-88.7% | $66,938-75.7% |
| Participation rate | 85.2% | 65.2%+20.0pp | 80.3%+4.9pp | 69.8%+15.4pp |
| Annual return | -16.57% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $587 | $2,362-75.1% | $4,952-88.1% | $2,545-76.9% |
| Participant deferral / active EE | $2,013 | $2,920-31.1% | $5,638-64.3% | $4,238-52.5% |
| Admin fee / account holder | $122 | $502-75.7% | $14,677-99.2% | $594-79.4% |