Filed August 9, 2021 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $44,934 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $32,909 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,969 | $122,063+54.8% | $184,256+2.6% | $74,478+153.7% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 10.81% | 19.92%-9.1pp | 28.85%-18.0pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $3,006 | $4,539-33.8% | $6,427-53.2% | $2,626+14.5% |
| Participant deferral / active EE | $12,747 | $7,144+78.4% | $9,133+39.6% | $4,350+193.0% |
| Admin fee / account holder | $286 | $1,253-77.2% | $13,899-97.9% | $1,946-85.3% |