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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $10,955 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,130 | $129,227-45.7% | $184,256-61.9% | $77,762-9.8% |
| Participation rate | 59.7% | 87.4%-27.6pp | 86.8%-27.1pp | 70.6%-10.9pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.85%-28.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $410 | $4,412-90.7% | $6,427-93.6% | $2,728-85.0% |
| Participant deferral / active EE | $1,082 | $7,307-85.2% | $9,133-88.2% | $4,651-76.7% |
| Admin fee / account holder | $29 | $256-88.8% | $13,899-99.8% | $433-93.4% |