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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $76,398 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,088 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,331 | $50,815-4.9% | $155,509-68.9% | $77,643-37.8% |
| Participation rate | 53.2% | 63.1%-9.9pp | 78.2%-25.0pp | 70.6%-17.4pp |
| Annual return | 9.75% | 34.80%-25.1pp | 64.67%-54.9pp | 31.24%-21.5pp |
| Employer contribution / active EE | $977 | $1,993-51.0% | $4,672-79.1% | $2,726-64.1% |
| Participant deferral / active EE | $3,332 | $2,822+18.1% | $5,626-40.8% | $4,647-28.3% |
| Admin fee / account holder | $340 | $437-22.2% | $15,912-97.9% | $430-21.1% |