Filed December 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $28,775 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,336 | $46,360-17.3% | $147,617-74.0% | $52,331-26.7% |
| Participation rate | 49.5% | 64.9%-15.4pp | 84.6%-35.1pp | 68.1%-18.6pp |
| Annual return | -0.90% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,058 | $2,126-50.2% | $5,564-81.0% | $1,882-43.7% |
| Participant deferral / active EE | $3,626 | $2,258+60.6% | $4,895-25.9% | $3,022+20.0% |
| Admin fee / account holder | $206 | $766-73.1% | $11,612-98.2% | $592-65.2% |