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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,002 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,447 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,327 | $45,602-0.6% | $117,533-61.4% | $66,938-32.3% |
| Participation rate | 39.2% | 57.6%-18.4pp | 70.6%-31.4pp | 69.8%-30.6pp |
| Annual return | -14.57% | -16.74%+2.2pp | 29.77%-44.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,216 | $2,845-22.1% | $4,072-45.6% | $4,238-47.7% |
| Admin fee / account holder | $367 | $661-44.4% | $5,647-93.5% | $594-38.1% |