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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,360 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,574 |
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 | $57,819 | $53,344+8.4% | $121,204-52.3% | $74,460-22.3% |
| Participation rate | 39.5% | 60.0%-20.5pp | 69.5%-30.1pp | 70.7%-31.3pp |
| Annual return | 18.06% | 35.15%-17.1pp | 987.18%-969.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,045 | $1,898+7.8% | $4,170-51.0% | $2,638-22.5% |
| Participant deferral / active EE | $2,379 | $3,220-26.1% | $4,083-41.7% | $4,530-47.5% |
| Admin fee / account holder | $414 | $382+8.3% | $5,651-92.7% | $348+19.0% |