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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,647 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,399 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,303 | $60,504-5.3% | $81,882-30.0% | $74,478-23.1% |
| Participation rate | 35.3% | 62.9%-27.6pp | 72.4%-37.1pp | 67.2%-31.9pp |
| Annual return | 12.48% | 16.91%-4.4pp | 779.47%-767.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,118 | $2,627-57.4% | $2,916-61.7% | $2,626-57.4% |
| Participant deferral / active EE | $1,575 | $3,400-53.7% | $4,323-63.6% | $4,350-63.8% |
| Admin fee / account holder | $337 | $1,492-77.4% | $7,360-95.4% | $1,946-82.7% |