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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $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 | $50,812-28.3% | $155,602-76.6% | $77,692-53.1% |
| Participation rate | 39.6% | 63.1%-23.5pp | 78.2%-38.6pp | 70.6%-30.9pp |
| Annual return | 25.05% | 34.85%-9.8pp | 64.81%-39.8pp | 31.25%-6.2pp |
| Employer contribution / active EE | $787 | $1,989-60.4% | $4,675-83.2% | $2,726-71.1% |
| Participant deferral / active EE | $2,777 | $2,822-1.6% | $5,629-50.7% | $4,648-40.3% |
| Admin fee / account holder | $103 | $436-76.4% | $15,923-99.4% | $431-76.1% |