Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,488 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,114 |
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 | $18,619 | $55,446-66.4% | $155,574-88.0% | $74,429-75.0% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.9pp |
| Annual return | 13.13% | 269.20%-256.1pp | 64.87%-51.7pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $501 | $2,266-77.9% | $4,676-89.3% | $2,625-80.9% |
| Participant deferral / active EE | $2,187 | $2,836-22.9% | $5,629-61.1% | $4,348-49.7% |
| Admin fee / account holder | $145 | $1,743-91.7% | $15,914-99.1% | $1,944-92.5% |