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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $22,207 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,715 |
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 | $35,623 | $36,954-3.6% | $80,648-55.8% | $96,393-63.0% |
| Participation rate | 0.5% | 33.6%-33.1pp | 67.0%-66.5pp | 71.3%-70.8pp |
| Annual return | 16.70% | 36.74%-20.0pp | 937.21%-920.5pp | 22.88%-6.2pp |
| Employer contribution / active EE | $0 | $776-100.0% | $2,724-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $21 | $1,942-98.9% | $4,443-99.5% | $5,455-99.6% |
| Admin fee / account holder | $224 | $115+94.6% | $5,382-95.8% | $74+202.7% |