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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,122 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $11,659 |
COMPASS3601 year Filed as: COMPASS360 LLC Service code 27 · EIN 81-1939215 | Advisory (Plan) | $5,325 |
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 | $91,559 | $37,196+146.2% | $154,111-40.6% | $55,725+64.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 7.13% | 1319.68%-1312.5pp | 735.18%-728.1pp | 244.93%-237.8pp |
| Employer contribution / active EE | $7,670 | $1,614+375.2% | $5,298+44.8% | $2,078+269.1% |
| Participant deferral / active EE | $3,777 | $2,068+82.6% | $5,081-25.6% | $3,356+12.6% |
| Admin fee / account holder | $206 | $102+102.6% | $13,411-98.5% | $115+78.7% |