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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $4,464 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $2,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,347 | $60,323+24.9% | $81,812-7.9% | $74,495+1.1% |
| Participation rate | 56.8% | 62.9%-6.1pp | 72.3%-15.6pp | 67.2%-10.4pp |
| Annual return | 15.12% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $35 | $1,486-97.7% | $7,386-99.5% | $1,942-98.2% |