Filed January 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.7+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 7800 MCCLOUD RD · GREENSBORO, NC 27409 | Recordkeeping | $11,570 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $3,545 |
FUND DIRECT ADVISORS1 year Service code 26 · EIN 27-3584365 | Advisory (Participants) | $469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,379 | $118,869-71.1% | $96,575-64.4% | $167,518-79.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 10.34% | 50.49%-40.2pp | 37.79%-27.4pp | 478.71%-468.4pp |
| Employer contribution / active EE | $8,901 | $3,120+185.3% | $2,357+277.7% | $4,838+84.0% |
| Participant deferral / active EE | $12,686 | $4,616+174.8% | $3,849+229.6% | $6,342+100.0% |
| Admin fee / account holder | $154 | $8,067-98.1% | $6,182-97.5% | $12,312-98.7% |