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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 | Direct payment from the plan; Recordk... | $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 | $58,969+13.7% | $129,406-48.2% | $77,762-13.8% |
| Participation rate | 37.9% | 59.5%-21.5pp | 69.6%-31.7pp | 70.6%-32.7pp |
| Annual return | 12.78% | 24.78%-12.0pp | 9468.18%-9455.4pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,071 | $1,959-45.3% | $4,155-74.2% | $2,728-60.7% |
| Participant deferral / active EE | $2,476 | $3,224-23.2% | $4,167-40.6% | $4,651-46.8% |
| Admin fee / account holder | $429 | $593-27.6% | $7,689-94.4% | $433-0.9% |