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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,279 | $140,769-73.5% | $88,946-58.1% | $140,769-73.5% |
| Participation rate | 0.4% | 74.2%-73.8pp | 68.8%-68.5pp | 74.2%-73.8pp |
| Annual return | 10.88% | 16.82%-5.9pp | 57.82%-46.9pp | 16.82%-5.9pp |
| Employer contribution / active EE | $0 | $3,906-100.0% | $2,555-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $5 | $6,717-99.9% | $4,581-99.9% | $6,717-99.9% |
| Admin fee / account holder | $302 | $229+31.8% | $8,261-96.3% | $229+31.8% |