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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253567 | Direct payment from the plan; Recordk... | $29,580 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,621 |
PENSION PLAN SPECIALISTS, PC2 years Service code 17 · EIN 26-1570786 | Pension Consulting | $8,280 |
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 | $24,785 | $38,165-35.1% | $189,758-86.9% | $69,255-64.2% |
| Participation rate | 76.3% | 66.7%+9.7pp | 79.8%-3.5pp | 69.0%+7.3pp |
| Annual return | 9.86% | 14.65%-4.8pp | 52.62%-42.8pp | 26.73%-16.9pp |
| Employer contribution / active EE | $2,052 | $1,589+29.1% | $4,767-57.0% | $2,645-22.4% |
| Participant deferral / active EE | $3,428 | $2,073+65.3% | $5,856-41.5% | $2,890+18.6% |
| Admin fee / account holder | $143 | $714-79.9% | $20,388-99.3% | $733-80.4% |