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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $59,300 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,201 | $50,820+26.3% | $155,567-58.7% | $77,671-17.3% |
| Participation rate | 29.0% | 63.1%-34.2pp | 78.2%-49.2pp | 70.6%-41.6pp |
| Annual return | 15.94% | 34.85%-18.9pp | 64.74%-48.8pp | 31.21%-15.3pp |
| Employer contribution / active EE | $531 | $1,993-73.4% | $4,674-88.6% | $2,726-80.5% |
| Participant deferral / active EE | $1,620 | $2,823-42.6% | $5,628-71.2% | $4,648-65.2% |
| Admin fee / account holder | $240 | $436-45.0% | $15,916-98.5% | $430-44.3% |