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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $50,870 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $35,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,156 | $27,330-4.3% | $67,704-61.4% | $55,191-52.6% |
| Participation rate | 99.0% | 47.5%+51.5pp | 67.5%+31.5pp | 69.2%+29.8pp |
| Annual return | 0.67% | 8.81%-8.1pp | 25.41%-24.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,827 | $855+113.8% | $2,559-28.6% | $1,899-3.8% |
| Participant deferral / active EE | $2,278 | $1,709+33.3% | $3,585-36.5% | $3,046-25.2% |
| Admin fee / account holder | $125 | $109+14.0% | $4,255-97.1% | $91+37.2% |