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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $23,268 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,363 |
STANDARD RETIREMENT SERVICES1+ years Service code 19 | Securities Custodian | $1,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,937 | $46,360-39.7% | $147,617-81.1% | $52,331-46.6% |
| Participation rate | 58.5% | 64.9%-6.5pp | 84.6%-26.2pp | 68.1%-9.6pp |
| Annual return | -0.33% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,624 | $2,126-23.6% | $5,564-70.8% | $1,882-13.7% |
| Participant deferral / active EE | $1,243 | $2,258-44.9% | $4,895-74.6% | $3,022-58.9% |
| Admin fee / account holder | $275 | $766-64.0% | $11,612-97.6% | $592-53.4% |