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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $30,508 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,032 |
Employer contribution per participant 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 | $21,802 | $50,464-56.8% | $75,784-71.2% | $52,331-58.3% |
| Participation rate | 73.1% | 66.8%+6.3pp | 75.8%-2.7pp | 68.1%+5.0pp |
| Annual return | -0.14% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $122 | $1,988-93.9% | $3,323-96.3% | $1,882-93.5% |
| Participant deferral / active EE | $1,203 | $2,570-53.2% | $3,652-67.0% | $3,022-60.2% |
| Admin fee / account holder | $172 | $1,103-84.4% | $5,300-96.8% | $592-71.0% |