Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $35,198 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,531 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,313 | $61,391-52.3% | $149,723-80.4% | $71,529-59.0% |
| Participation rate | 86.9% | 62.5%+24.4pp | 78.8%+8.1pp | 67.9%+19.0pp |
| Annual return | 12.40% | 35.88%-23.5pp | 134.50%-122.1pp | 28.97%-16.6pp |
| Employer contribution / active EE | $268 | $2,384-88.8% | $4,821-94.4% | $2,590-89.7% |
| Participant deferral / active EE | $3,046 | $2,921+4.3% | $5,682-46.4% | $4,291-29.0% |
| Admin fee / account holder | $204 | $1,264-83.9% | $13,215-98.5% | $1,588-87.2% |