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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $17,281 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,075 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,602 | $58,312-13.2% | $86,656-41.6% | $71,529-29.3% |
| Participation rate | 31.6% | 65.0%-33.4pp | 71.7%-40.1pp | 67.9%-36.3pp |
| Annual return | 15.60% | 24.08%-8.5pp | 593.09%-577.5pp | 28.97%-13.4pp |
| Employer contribution / active EE | $1,005 | $2,576-61.0% | $3,025-66.8% | $2,590-61.2% |
| Participant deferral / active EE | $1,582 | $3,439-54.0% | $4,439-64.4% | $4,291-63.1% |
| Admin fee / account holder | $340 | $1,057-67.8% | $5,619-93.9% | $1,588-78.6% |