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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS4+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,981 |
STANLEY BENEFIT SERVICES, INC.4+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $12,191 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Shareholder servicing fees; Direct pa... | $4,272 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,213 | $50,947+102.6% | $74,551+38.4% | $64,173+60.8% |
| Participation rate | 63.9% | 61.1%+2.9pp | 69.1%-5.2pp | 69.6%-5.7pp |
| Annual return | -4.17% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $774 | $1,115-30.6% | $1,961-60.6% | $2,381-67.5% |
| Participant deferral / active EE | $2,401 | $2,302+4.3% | $3,108-22.7% | $3,470-30.8% |
| Admin fee / account holder | $403 | $4,221-90.4% | $5,059-92.0% | $4,887-91.8% |