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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253567 | Direct payment from the plan; Recordk... | $29,035 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,344 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,725 | $61,391-71.1% | $149,723-88.2% | $71,529-75.2% |
| Participation rate | 85.3% | 62.5%+22.8pp | 78.8%+6.5pp | 67.9%+17.4pp |
| Annual return | 7.89% | 35.88%-28.0pp | 134.50%-126.6pp | 28.97%-21.1pp |
| Employer contribution / active EE | $1,929 | $2,384-19.1% | $4,821-60.0% | $2,590-25.5% |
| Participant deferral / active EE | $2,509 | $2,921-14.1% | $5,682-55.9% | $4,291-41.5% |
| Admin fee / account holder | $114 | $1,264-91.0% | $13,215-99.1% | $1,588-92.8% |