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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $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 | $43,496+13.6% | $161,489-69.4% | $64,340-23.2% |
| Participation rate | 43.6% | 53.5%-9.9pp | 78.7%-35.1pp | 55.2%-11.7pp |
| Annual return | 9.18% | 20.76%-11.6pp | 89.72%-80.5pp | 24.14%-15.0pp |
| Employer contribution / active EE | $396 | $1,431-72.3% | $4,268-90.7% | $1,862-78.7% |
| Participant deferral / active EE | $933 | $1,996-53.3% | $5,630-83.4% | $2,980-68.7% |
| Admin fee / account holder | $381 | $2,330-83.6% | $16,006-97.6% | $3,703-89.7% |