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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,628 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,406 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,562 | $56,540-28.3% | $185,849-78.2% | $86,821-53.3% |
| Participation rate | 52.3% | 65.5%-13.2pp | 81.7%-29.4pp | 72.3%-20.0pp |
| Annual return | 8.04% | 118.20%-110.2pp | 122.10%-114.1pp | 97.94%-89.9pp |
| Employer contribution / active EE | $1,012 | $1,844-45.1% | $5,169-80.4% | $2,406-57.9% |
| Participant deferral / active EE | $2,626 | $2,555+2.8% | $5,569-52.8% | $4,132-36.4% |
| Admin fee / account holder | $339 | $150+126.7% | $16,244-97.9% | $170+100.0% |