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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $25,226 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $43,624 | $42,127+3.6% | $85,240-48.8% | $106,553-59.1% |
| Participation rate | 0.5% | 36.6%-36.1pp | 67.5%-67.1pp | 69.8%-69.4pp |
| Annual return | 12.76% | 36.21%-23.5pp | 66.75%-54.0pp | 17.37%-4.6pp |
| Employer contribution / active EE | $0 | $825-100.0% | $2,735-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $10 | $2,066-99.5% | $4,527-99.8% | $5,562-99.8% |
| Admin fee / account holder | $281 | $114+147.7% | $6,165-95.4% | $80+252.9% |