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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,464 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,740 |
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 | $20,604 | $31,741-35.1% | $56,025-63.2% | $200,096-89.7% |
| Participation rate | 15.2% | 32.3%-17.1pp | 52.5%-37.3pp | 72.0%-56.8pp |
| Annual return | 14.14% | 14.72%-0.6pp | 1712.69%-1698.5pp | 34.26%-20.1pp |
| Employer contribution / active EE | $297 | $508-41.6% | $1,042-71.5% | $3,038-90.2% |
| Participant deferral / active EE | $480 | $1,184-59.5% | $1,955-75.5% | $5,090-90.6% |
| Admin fee / account holder | $139 | $426-67.5% | $2,828-95.1% | $269-48.6% |