Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $86,030 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 70 · EIN 47-1411118 | Consulting Fees | $51,240 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,638 | $50,860+13.3% | $155,574-63.0% | $77,714-25.8% |
| Participation rate | 99.1% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.5pp |
| Annual return | 13.87% | 34.86%-21.0pp | 64.87%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,666 | $1,991-16.3% | $4,676-64.4% | $2,727-38.9% |
| Participant deferral / active EE | $4,072 | $2,825+44.1% | $5,629-27.7% | $4,649-12.4% |
| Admin fee / account holder | $112 | $436-74.2% | $15,914-99.3% | $433-74.0% |