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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $72,436 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,956 | $46,325+3.5% | $143,788-66.6% | $64,814-26.0% |
| Participation rate | 26.9% | 64.2%-37.4pp | 80.3%-53.4pp | 71.5%-44.6pp |
| Annual return | -17.80% | -10.05%-7.7pp | -0.03%-17.8pp | 32.84%-50.6pp |
| Employer contribution / active EE | $453 | $1,911-76.3% | $4,952-90.9% | $2,507-81.9% |
| Participant deferral / active EE | $1,479 | $2,647-44.1% | $5,638-73.8% | $4,310-65.7% |
| Admin fee / account holder | $284 | $154+84.7% | $14,675-98.1% | $188+51.3% |