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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS3+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,038 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $12,769 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Direct payment from the plan; Other f... | $4,039 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,562 | $54,541+100.9% | $78,778+39.1% | $70,126+56.2% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.2%-6.7pp | 69.5%-7.0pp |
| Annual return | 14.04% | 21.07%-7.0pp | 35.62%-21.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $684 | $1,089-37.2% | $1,986-65.5% | $2,343-70.8% |
| Participant deferral / active EE | $2,305 | $2,210+4.3% | $2,958-22.1% | $3,332-30.8% |
| Admin fee / account holder | $401 | $3,709-89.2% | $5,134-92.2% | $4,645-91.4% |