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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.6+ years Service code 11 · EIN 20-4006400 | Actuarial | $30,680 |
RELIANCE TRUST COMPANY6+ years Service code 21 1100 ABERNATHY, 500 NORTH PARK · ATLANTA, GA 30328 | Bank Trustee | $17,265 |
FUND DIRECT ADVISORS2 years Service code 28 · EIN 27-3584365 | Investment Management | $10,509 |
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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 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 7.72% | 8.77%-1.0pp | 10.57%-2.9pp | 259.14%-251.4pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |