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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $64,416 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,017 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,825 |
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 | $30,723 | $91,517-66.4% | $101,271-69.7% | $73,412-58.2% |
| Participation rate | 55.9% | 73.8%-17.9pp | 75.8%-19.9pp | 72.2%-16.3pp |
| Annual return | 15.25% | 17.17%-1.9pp | 46.48%-31.2pp | 59.30%-44.0pp |
| Employer contribution / active EE | $330 | $2,877-88.5% | $3,660-91.0% | $2,234-85.2% |
| Participant deferral / active EE | $1,940 | $3,338-41.9% | $4,371-55.6% | $3,806-49.0% |
| Admin fee / account holder | $228 | $216+5.5% | $5,948-96.2% | $158+44.2% |