Filed January 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Trustee (indi... | $44,835 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,707 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,169 | $82,978-78.1% | $130,231-86.0% | $74,460-75.6% |
| Participation rate | 92.5% | 73.7%+18.8pp | 76.3%+16.2pp | 70.7%+21.7pp |
| Annual return | 16.17% | 123.05%-106.9pp | 38.86%-22.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,078 | $3,391-68.2% | $4,126-73.9% | $2,638-59.1% |
| Participant deferral / active EE | $2,300 | $5,370-57.2% | $6,799-66.2% | $4,530-49.2% |
| Admin fee / account holder | $123 | $354-65.2% | $6,020-98.0% | $348-64.6% |