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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 | $36,002-31.2% | $161,489-84.7% | $64,728-61.7% |
| Participation rate | 76.3% | 57.4%+18.9pp | 78.7%-2.4pp | 57.9%+18.4pp |
| Annual return | 9.86% | 33.93%-24.1pp | 89.72%-79.9pp | 49.38%-39.5pp |
| Employer contribution / active EE | $2,052 | $1,380+48.7% | $4,268-51.9% | $2,243-8.5% |
| Participant deferral / active EE | $3,428 | $1,815+88.9% | $5,630-39.1% | $2,729+25.6% |
| Admin fee / account holder | $143 | $931-84.6% | $16,006-99.1% | $1,145-87.5% |