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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $55,665 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,749 |
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).
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 | $19,300 | $30,147-36.0% | $58,561-67.0% | $80,157-75.9% |
| Participation rate | 22.3% | 34.4%-12.1pp | 50.9%-28.6pp | 72.9%-50.6pp |
| Annual return | 19.85% | 21.97%-2.1pp | 4251.33%-4231.5pp | 40.39%-20.5pp |
| Employer contribution / active EE | $427 | $528-19.1% | $1,053-59.5% | $2,977-85.7% |
| Participant deferral / active EE | $692 | $1,249-44.6% | $1,923-64.0% | $5,015-86.2% |
| Admin fee / account holder | $128 | $195-34.2% | $2,520-94.9% | $145-11.7% |