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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,068 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,761 | $66,601-59.8% | $92,909-71.2% | $67,579-60.4% |
| Participation rate | 60.1% | 72.5%-12.4pp | 76.0%-15.9pp | 71.3%-11.2pp |
| Annual return | 20.31% | 92.58%-72.3pp | 109.44%-89.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $236 | $2,775-91.5% | $3,653-93.5% | $2,148-89.0% |
| Participant deferral / active EE | $1,814 | $3,157-42.5% | $4,238-57.2% | $3,539-48.8% |
| Admin fee / account holder | $182 | $199-8.7% | $5,795-96.9% | $142+27.6% |