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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $54,141 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,816 | $80,731+19.9% | $103,374-6.3% | $74,546+29.9% |
| Participation rate | 56.6% | 65.7%-9.1pp | 74.5%-17.9pp | 67.2%-10.6pp |
| Annual return | 14.50% | 27.56%-13.1pp | 24.89%-10.4pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $4,068 | $3,158+28.8% | $3,869+5.1% | $2,624+55.0% |
| Participant deferral / active EE | $4,422 | $3,860+14.6% | $5,058-12.6% | $4,347+1.7% |
| Admin fee / account holder | $487 | $2,369-79.4% | $8,394-94.2% | $1,944-74.9% |