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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $39,112 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,419 | $50,860-28.4% | $155,574-76.6% | $77,714-53.1% |
| Participation rate | 39.6% | 63.1%-23.5pp | 78.2%-38.6pp | 70.6%-30.9pp |
| Annual return | 25.05% | 34.86%-9.8pp | 64.87%-39.8pp | 31.26%-6.2pp |
| Employer contribution / active EE | $787 | $1,991-60.5% | $4,676-83.2% | $2,727-71.1% |
| Participant deferral / active EE | $2,777 | $2,825-1.7% | $5,629-50.7% | $4,649-40.3% |
| Admin fee / account holder | $103 | $436-76.5% | $15,914-99.4% | $433-76.3% |