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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253567 | Shareholder servicing fees; Direct pa... | $26,075 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,827 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,126 | $61,166-67.1% | $185,849-89.2% | $79,391-74.6% |
| Participation rate | 81.3% | 66.6%+14.7pp | 81.7%-0.4pp | 70.7%+10.6pp |
| Annual return | 19.38% | 19.45%-0.1pp | 122.10%-102.7pp | 116.88%-97.5pp |
| Employer contribution / active EE | $1,737 | $2,321-25.2% | $5,169-66.4% | $2,428-28.5% |
| Participant deferral / active EE | $1,606 | $2,789-42.4% | $5,569-71.2% | $4,046-60.3% |
| Admin fee / account holder | $103 | $710-85.5% | $16,244-99.4% | $627-83.6% |