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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $28,033 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,671 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,027 | $91,424-66.1% | $135,942-77.2% | $71,495-56.6% |
| Participation rate | 57.7% | 75.7%-18.0pp | 81.9%-24.2pp | 67.9%-10.2pp |
| Annual return | 14.31% | 29.90%-15.6pp | 68.28%-54.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,515 | $3,704-59.1% | $4,858-68.8% | $2,589-41.5% |
| Participant deferral / active EE | $2,742 | $7,092-61.3% | $7,759-64.7% | $4,291-36.1% |
| Admin fee / account holder | $174 | $1,266-86.3% | $10,764-98.4% | $1,588-89.1% |