Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $9,237 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,429 | $61,356-22.7% | $149,696-68.3% | $71,511-33.7% |
| Participation rate | 31.9% | 62.5%-30.6pp | 78.8%-46.9pp | 67.9%-36.0pp |
| Annual return | 14.39% | 35.86%-21.5pp | 134.46%-120.1pp | 28.86%-14.5pp |
| Employer contribution / active EE | $905 | $2,382-62.0% | $4,821-81.2% | $2,589-65.1% |
| Participant deferral / active EE | $1,393 | $2,920-52.3% | $5,682-75.5% | $4,291-67.5% |
| Admin fee / account holder | $227 | $1,263-82.0% | $13,212-98.3% | $1,588-85.7% |