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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $25,337 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,000 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,156 | $46,732-31.2% | $156,551-79.5% | $55,167-41.7% |
| Participation rate | 56.7% | 65.8%-9.1pp | 84.0%-27.3pp | 69.0%-12.3pp |
| Annual return | 7.84% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,750 | $2,105-16.9% | $5,501-68.2% | $1,963-10.8% |
| Participant deferral / active EE | $1,381 | $2,204-37.3% | $4,871-71.6% | $3,054-54.8% |
| Admin fee / account holder | $274 | $418-34.4% | $13,028-97.9% | $504-45.6% |