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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $20,337 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $3,004 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $3,000 |
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.
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 | $23,798 | $36,916-35.5% | $156,551-84.8% | $57,658-58.7% |
| Participation rate | 35.2% | 63.4%-28.2pp | 84.0%-48.8pp | 70.2%-35.0pp |
| Annual return | 6.37% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $541 | $1,571-65.6% | $5,501-90.2% | $1,974-72.6% |
| Participant deferral / active EE | $512 | $1,926-73.4% | $4,871-89.5% | $3,061-83.3% |
| Admin fee / account holder | $102 | $82+23.8% | $13,028-99.2% | $95+8.0% |