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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,166 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,856 |
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 | $43,876 | $65,904-33.4% | $160,784-72.7% | $79,634-44.9% |
| Participation rate | 32.3% | 56.2%-23.9pp | 77.0%-44.7pp | 62.5%-30.2pp |
| Annual return | 13.11% | 20.16%-7.0pp | 1803.92%-1790.8pp | 36.46%-23.4pp |
| Employer contribution / active EE | $1,016 | $1,805-43.7% | $3,733-72.8% | $2,529-59.8% |
| Participant deferral / active EE | $2,179 | $3,692-41.0% | $6,293-65.4% | $3,835-43.2% |
| Admin fee / account holder | $515 | $965-46.6% | $9,717-94.7% | $1,002-48.6% |