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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.5+ years Service code 11 · EIN 20-4006400 | Actuarial | $37,000 |
FUND DIRECT ADVISORS1 year Service code 28 · EIN 27-3584365 | Investment Management | $10,228 |
RELIANCE TRUST COMPANY5+ years Service code 21 1100 ABERNATHY, 500 NORTH PARK · ATLANTA, GA 30328 | Bank Trustee | $5,738 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | 12.27% | -238.73%+251.0pp | -100.31%+112.6pp | 12.16%+0.1pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |