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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $44,669 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,749 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $49,414 | $45,343+9.0% | $150,298-67.1% | $67,986-27.3% |
| Participation rate | 43.6% | 51.9%-8.3pp | 77.8%-34.2pp | 57.2%-13.6pp |
| Annual return | 9.18% | 33.28%-24.1pp | 62.79%-53.6pp | 31.67%-22.5pp |
| Employer contribution / active EE | $396 | $1,462-72.9% | $4,154-90.5% | $2,019-80.4% |
| Participant deferral / active EE | $933 | $2,055-54.6% | $5,453-82.9% | $3,358-72.2% |
| Admin fee / account holder | $381 | $2,250-83.1% | $14,116-97.3% | $3,203-88.1% |