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 ADVISORS5+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $10,336 |
STANLEY BENEFIT SERVICES, INC.5+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $3,023 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,814 | $65,378-55.9% | $87,103-66.9% | $65,186-55.8% |
| Participation rate | 60.0% | 75.3%-15.3pp | 76.9%-16.9pp | 70.2%-10.2pp |
| Annual return | 23.22% | 31.28%-8.1pp | 28.19%-5.0pp | 29.39%-6.2pp |
| Employer contribution / active EE | $310 | $1,823-83.0% | $2,521-87.7% | $2,177-85.8% |
| Participant deferral / active EE | $1,853 | $3,389-45.3% | $4,049-54.2% | $3,514-47.3% |
| Admin fee / account holder | $97 | $520-81.4% | $7,491-98.7% | $847-88.6% |