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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $86,030 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 70 · EIN 47-1411118 | Consulting Fees | $51,240 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,638 | $50,902+13.2% | $155,534-62.9% | $77,736-25.9% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.8pp | 70.6%+28.5pp |
| Annual return | 13.87% | 34.85%-21.0pp | 64.92%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,666 | $1,991-16.4% | $4,675-64.4% | $2,728-38.9% |
| Participant deferral / active EE | $4,072 | $2,824+44.2% | $5,630-27.7% | $4,651-12.4% |
| Admin fee / account holder | $112 | $437-74.3% | $15,900-99.3% | $433-74.0% |