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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $18,855 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,843 | $37,117-43.8% | $147,617-85.9% | $55,191-62.2% |
| Participation rate | 33.7% | 63.6%-29.9pp | 84.6%-50.9pp | 69.2%-35.4pp |
| Annual return | 0.08% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $527 | $1,620-67.5% | $5,564-90.5% | $1,899-72.2% |
| Participant deferral / active EE | $483 | $1,985-75.7% | $4,895-90.1% | $3,046-84.2% |
| Admin fee / account holder | $106 | $86+24.0% | $11,612-99.1% | $91+16.9% |