Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,936 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,631 |
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 | $17,456 | $47,163-63.0% | $149,696-88.3% | $74,460-76.6% |
| Participation rate | 79.9% | 63.4%+16.5pp | 78.8%+1.1pp | 70.7%+9.2pp |
| Annual return | 15.38% | 22.75%-7.4pp | 134.46%-119.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $505 | $1,907-73.5% | $4,821-89.5% | $2,638-80.9% |
| Participant deferral / active EE | $1,714 | $2,730-37.2% | $5,682-69.8% | $4,530-62.2% |
| Admin fee / account holder | $128 | $343-62.6% | $13,212-99.0% | $348-63.1% |