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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,369 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,063 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,744 | $63,768-11.0% | $98,506-42.4% | $79,389-28.5% |
| Participation rate | 53.2% | 69.9%-16.6pp | 73.3%-20.1pp | 70.7%-17.5pp |
| Annual return | 11.23% | 626.18%-614.9pp | 1494.92%-1483.7pp | 116.89%-105.7pp |
| Employer contribution / active EE | $1,646 | $2,558-35.6% | $2,961-44.4% | $2,428-32.2% |
| Participant deferral / active EE | $1,863 | $3,305-43.6% | $4,277-56.4% | $4,046-53.9% |
| Admin fee / account holder | $370 | $516-28.2% | $5,955-93.8% | $626-40.9% |