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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,421 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $11,902 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,212 | $48,277-25.0% | $63,244-42.7% | $55,191-34.4% |
| Participation rate | 20.0% | 69.4%-49.4pp | 71.0%-51.1pp | 69.2%-49.2pp |
| Annual return | -4.16% | 2.37%-6.5pp | -70.31%+66.1pp | 10.78%-14.9pp |
| Employer contribution / active EE | $369 | $1,592-76.8% | $2,322-84.1% | $1,899-80.6% |
| Participant deferral / active EE | $672 | $2,432-72.4% | $2,953-77.3% | $3,046-78.0% |
| Admin fee / account holder | $333 | $86+287.6% | $5,893-94.3% | $91+267.1% |