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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $43,574 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,657 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,273 | $55,472-50.8% | $155,567-82.5% | $74,546-63.4% |
| Participation rate | 90.6% | 61.9%+28.7pp | 78.2%+12.4pp | 67.2%+23.4pp |
| Annual return | 13.07% | 268.72%-255.6pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,054 | $2,269-9.5% | $4,674-56.1% | $2,624-21.7% |
| Participant deferral / active EE | $4,474 | $2,838+57.7% | $5,628-20.5% | $4,347+2.9% |
| Admin fee / account holder | $201 | $1,743-88.5% | $15,916-98.7% | $1,944-89.7% |