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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $31,804 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,434 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,279 | $142,480-73.8% | $86,233-56.8% | $142,480-73.8% |
| Participation rate | 0.4% | 76.2%-75.8pp | 69.0%-68.6pp | 76.2%-75.8pp |
| Annual return | 10.88% | 16.32%-5.4pp | 61.39%-50.5pp | 16.32%-5.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $2,504-100.0% | $3,867-100.0% |
| Participant deferral / active EE | $5 | $6,807-99.9% | $4,559-99.9% | $6,807-99.9% |
| Admin fee / account holder | $302 | $307-1.5% | $8,342-96.4% | $307-1.5% |