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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $69,663 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,552 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $19,606 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,052 | $30,599-1.8% | $74,577-59.7% | $57,658-47.9% |
| Participation rate | 99.2% | 49.1%+50.0pp | 68.1%+31.1pp | 70.2%+29.0pp |
| Annual return | 5.87% | 14.24%-8.4pp | 20.47%-14.6pp | 5.13%+0.7pp |
| Employer contribution / active EE | $2,855 | $1,000+185.6% | $2,525+13.1% | $1,974+44.7% |
| Participant deferral / active EE | $2,569 | $1,805+42.3% | $3,458-25.7% | $3,061-16.1% |
| Admin fee / account holder | $149 | $98+51.6% | $4,138-96.4% | $95+57.1% |