Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,632 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $6,301 |
STANCORP FINANCIAL GROUP11+ years Filed as: STANDCORP FINANCIAL GROUP Service code 19 | Securities Custodian | $1,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,290 | $58,627+117.1% | $76,735+65.9% | $82,448+54.4% |
| Participation rate | 93.5% | 63.2%+30.3pp | 69.5%+24.0pp | 68.1%+25.4pp |
| Annual return | 12.38% | 39.10%-26.7pp | 29.77%-17.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,452 | $3,134+137.8% | $4,088+82.3% | $4,139+80.0% |
| Admin fee / account holder | $358 | $5,323-93.3% | $7,189-95.0% | $7,234-95.1% |