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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $20,597 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $17,197 |
BELFINT, LYONS & SHUMAN, P.A.6+ years Filed as: BELFINT, LYONS, & SHUMAN, P.A. Service code 10 · EIN 51-0232399 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,020 | $35,986+158.5% | $77,513+20.0% | $73,493+26.6% |
| Participation rate | 32.1% | 40.8%-8.8pp | 54.2%-22.1pp | 70.7%-38.6pp |
| Annual return | 32.40% | 19.26%+13.1pp | 54.81%-22.4pp | 28.51%+3.9pp |
| Employer contribution / active EE | $301 | $557-46.0% | $987-69.5% | $2,270-86.7% |
| Participant deferral / active EE | $1,077 | $1,198-10.0% | $1,861-42.1% | $3,740-71.2% |
| Admin fee / account holder | $751 | $466+61.2% | $2,859-73.7% | $513+46.3% |