Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,801 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,271 | $50,820-48.3% | $155,567-83.1% | $77,671-66.2% |
| Participation rate | 92.2% | 63.1%+29.0pp | 78.2%+14.0pp | 70.6%+21.6pp |
| Annual return | 9.59% | 34.85%-25.3pp | 64.74%-55.1pp | 31.21%-21.6pp |
| Employer contribution / active EE | $1,848 | $1,993-7.3% | $4,674-60.5% | $2,726-32.2% |
| Participant deferral / active EE | $2,815 | $2,823-0.3% | $5,628-50.0% | $4,648-39.4% |
| Admin fee / account holder | $201 | $436-54.0% | $15,916-98.7% | $430-53.4% |