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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,940 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,962 | $50,919-39.2% | $155,556-80.1% | $77,762-60.2% |
| Participation rate | 55.9% | 63.1%-7.2pp | 78.2%-22.3pp | 70.6%-14.7pp |
| Annual return | 13.73% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $776 | $1,991-61.0% | $4,675-83.4% | $2,728-71.5% |
| Participant deferral / active EE | $1,082 | $2,824-61.7% | $5,631-80.8% | $4,651-76.7% |
| Admin fee / account holder | $186 | $437-57.5% | $15,885-98.8% | $433-57.1% |