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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253567 | Custodial (other than securities); Cl... | $29,477 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,348 |
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 | $17,801 | $65,125-72.7% | $143,797-87.6% | $66,949-73.4% |
| Participation rate | 86.6% | 65.2%+21.4pp | 80.3%+6.3pp | 69.8%+16.8pp |
| Annual return | -9.87% | -11.13%+1.3pp | -0.04%-9.8pp | 1.57%-11.4pp |
| Employer contribution / active EE | $1,911 | $2,362-19.1% | $4,952-61.4% | $2,545-24.9% |
| Participant deferral / active EE | $2,409 | $2,920-17.5% | $5,638-57.3% | $4,239-43.2% |
| Admin fee / account holder | $125 | $503-75.1% | $14,679-99.1% | $594-78.9% |