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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $46,688+5.8% | $189,758-74.0% | $69,733-29.1% |
| Participation rate | 43.6% | 61.7%-18.1pp | 79.8%-36.2pp | 62.5%-18.9pp |
| Annual return | 9.18% | 14.35%-5.2pp | 52.62%-43.4pp | 15.22%-6.0pp |
| Employer contribution / active EE | $396 | $1,695-76.6% | $4,767-91.7% | $2,250-82.4% |
| Participant deferral / active EE | $933 | $2,143-56.5% | $5,856-84.1% | $3,054-69.5% |
| Admin fee / account holder | $381 | $1,700-77.6% | $20,388-98.1% | $3,102-87.7% |