Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $40,138 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,858 | $79,151-23.1% | $60,919-0.1% | $64,824-6.1% |
| Participation rate | 44.4% | 77.7%-33.3pp | 73.1%-28.7pp | 71.5%-27.0pp |
| Annual return | -18.34% | -7.12%-11.2pp | 16.96%-35.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $672 | $3,052-78.0% | $2,704-75.2% | $2,507-73.2% |
| Participant deferral / active EE | $2,172 | $3,727-41.7% | $3,814-43.1% | $4,311-49.6% |
| Admin fee / account holder | $373 | $106+253.2% | $3,228-88.4% | $188+98.7% |