Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,547 |
KORNERSTONE, INC.4 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $9,097 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,616 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,237 | $65,125-49.0% | $143,797-76.9% | $66,949-50.4% |
| Participation rate | 75.4% | 65.2%+10.2pp | 80.3%-4.9pp | 69.8%+5.5pp |
| Annual return | -13.21% | -11.13%-2.1pp | -0.04%-13.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $1,909 | $2,362-19.2% | $4,952-61.5% | $2,545-25.0% |
| Participant deferral / active EE | $2,820 | $2,920-3.4% | $5,638-50.0% | $4,239-33.5% |
| Admin fee / account holder | $225 | $503-55.3% | $14,679-98.5% | $594-62.1% |