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 ADVISORS3+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $8,044 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $2,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,659 | $64,909-57.4% | $82,312-66.4% | $62,293-55.6% |
| Participation rate | 50.6% | 74.9%-24.2pp | 76.9%-26.3pp | 69.5%-18.9pp |
| Annual return | 18.77% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $202 | $1,676-88.0% | $2,428-91.7% | $2,042-90.1% |
| Participant deferral / active EE | $1,500 | $3,103-51.7% | $3,706-59.5% | $3,169-52.7% |
| Admin fee / account holder | $111 | $440-74.7% | $5,608-98.0% | $479-76.8% |