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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Distributio... | $53,812 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,109 | $52,293-0.4% | $178,499-70.8% | $73,412-29.0% |
| Participation rate | 31.5% | 65.3%-33.8pp | 81.9%-50.4pp | 72.2%-40.7pp |
| Annual return | 18.34% | 34.75%-16.4pp | 151.10%-132.8pp | 59.30%-41.0pp |
| Employer contribution / active EE | $470 | $1,735-72.9% | $5,011-90.6% | $2,234-79.0% |
| Participant deferral / active EE | $1,426 | $2,332-38.8% | $5,202-72.6% | $3,806-62.5% |
| Admin fee / account holder | $250 | $127+96.2% | $13,986-98.2% | $158+58.3% |