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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $88,005 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,315 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,891 | $46,332-20.4% | $143,797-74.3% | $64,824-43.1% |
| Participation rate | 52.7% | 64.2%-11.5pp | 80.3%-27.6pp | 71.5%-18.7pp |
| Annual return | -11.44% | -10.05%-1.4pp | -0.04%-11.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $894 | $1,911-53.2% | $4,952-81.9% | $2,507-64.3% |
| Participant deferral / active EE | $2,934 | $2,647+10.8% | $5,638-48.0% | $4,311-32.0% |
| Admin fee / account holder | $350 | $154+127.3% | $14,679-97.6% | $188+86.2% |