Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,044 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,719 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,484 | $50,458-45.5% | $159,991-82.8% | $64,814-57.6% |
| Participation rate | 29.2% | 68.0%-38.9pp | 78.0%-48.8pp | 71.5%-42.3pp |
| Annual return | -16.23% | -13.42%-2.8pp | 408.82%-425.0pp | 32.84%-49.1pp |
| Employer contribution / active EE | $882 | $1,722-48.8% | $4,225-79.1% | $2,507-64.8% |
| Participant deferral / active EE | $1,694 | $4,004-57.7% | $6,183-72.6% | $4,310-60.7% |
| Admin fee / account holder | $349 | $706-50.5% | $8,715-96.0% | $188+85.9% |