Filed January 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Trustee (in... | $50,444 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,464 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,261 | $89,588-77.4% | $136,007-85.1% | $77,643-73.9% |
| Participation rate | 95.8% | 74.3%+21.5pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 12.63% | 17.42%-4.8pp | 579.32%-566.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,270 | $3,491-63.6% | $4,217-69.9% | $2,726-53.4% |
| Participant deferral / active EE | $2,807 | $5,591-49.8% | $7,025-60.0% | $4,647-39.6% |
| Admin fee / account holder | $133 | $539-75.4% | $6,858-98.1% | $430-69.1% |