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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,278 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $25,578 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,537 | $62,686-44.9% | $178,505-80.7% | $77,762-55.6% |
| Participation rate | 31.3% | 66.9%-35.6pp | 77.1%-45.9pp | 70.6%-39.3pp |
| Annual return | 11.75% | 16.16%-4.4pp | 27.16%-15.4pp | 31.27%-19.5pp |
| Employer contribution / active EE | $929 | $1,914-51.5% | $3,955-76.5% | $2,728-66.0% |
| Participant deferral / active EE | $1,906 | $4,224-54.9% | $6,280-69.6% | $4,651-59.0% |
| Admin fee / account holder | $409 | $386+6.0% | $10,428-96.1% | $433-5.4% |