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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253567 | Direct payment from the plan; Custodi... | $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 | $46,464-46.7% | $150,298-83.5% | $79,634-68.9% |
| Participation rate | 76.3% | 57.0%+19.4pp | 77.8%-1.4pp | 62.5%+13.9pp |
| Annual return | 9.86% | 27.89%-18.0pp | 62.79%-52.9pp | 36.46%-26.6pp |
| Employer contribution / active EE | $2,052 | $1,512+35.8% | $4,154-50.6% | $2,529-18.9% |
| Participant deferral / active EE | $3,428 | $2,157+58.9% | $5,453-37.1% | $3,835-10.6% |
| Admin fee / account holder | $143 | $891-83.9% | $14,116-99.0% | $1,002-85.7% |