Filed January 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,142 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $27,970 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,839 | $54,705+86.2% | $71,209+43.0% | $84,808+20.1% |
| Participation rate | 94.2% | 64.1%+30.1pp | 73.8%+20.4pp | 68.3%+25.9pp |
| Annual return | 17.64% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,676 | $2,158+163.0% | $2,721+108.6% | $2,631+115.7% |
| Participant deferral / active EE | $8,738 | $3,030+188.3% | $4,175+109.3% | $4,212+107.5% |
| Admin fee / account holder | $320 | $4,863-93.4% | $5,349-94.0% | $7,344-95.6% |