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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,019 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,015 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,063 | $58,859+13.9% | $129,397-48.2% | $77,714-13.7% |
| Participation rate | 37.9% | 59.3%-21.4pp | 69.6%-31.7pp | 70.6%-32.7pp |
| Annual return | 12.78% | 24.74%-12.0pp | 9453.98%-9441.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,071 | $1,952-45.1% | $4,154-74.2% | $2,727-60.7% |
| Participant deferral / active EE | $2,476 | $3,215-23.0% | $4,167-40.6% | $4,649-46.7% |
| Admin fee / account holder | $429 | $591-27.4% | $7,679-94.4% | $433-1.0% |