Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS7+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $15,235 |
STANLEY BENEFIT SERVICES, INC.7+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $12,523 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $5,299 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,687 | $70,430+48.6% | $96,572+8.4% | $85,851+21.9% |
| Participation rate | 59.2% | 61.8%-2.6pp | 69.8%-10.6pp | 69.3%-10.1pp |
| Annual return | 10.43% | 18.58%-8.1pp | 37.79%-27.4pp | 318.63%-308.2pp |
| Employer contribution / active EE | $985 | $1,413-30.3% | $2,357-58.2% | $2,565-61.6% |
| Participant deferral / active EE | $3,313 | $2,894+14.4% | $3,850-14.0% | $3,952-16.2% |
| Admin fee / account holder | $411 | $4,996-91.8% | $6,183-93.4% | $6,261-93.4% |