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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $23,445 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,099 | $84,493-73.8% | $125,381-82.4% | $66,938-67.0% |
| Participation rate | 49.8% | 76.4%-26.6pp | 82.4%-32.6pp | 69.8%-20.0pp |
| Annual return | -12.85% | -8.49%-4.4pp | 572.31%-585.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,045 | $3,554-70.6% | $4,815-78.3% | $2,545-58.9% |
| Participant deferral / active EE | $1,930 | $6,783-71.5% | $7,448-74.1% | $4,238-54.5% |
| Admin fee / account holder | $130 | $685-81.1% | $10,007-98.7% | $594-78.1% |