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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS7+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $15,790 |
STANLEY BENEFIT SERVICES, INC.7+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $4,903 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,651 | $84,936-47.4% | $111,308-59.9% | $79,391-43.8% |
| Participation rate | 57.9% | 75.9%-18.0pp | 77.3%-19.5pp | 70.7%-12.9pp |
| Annual return | 13.39% | 17.45%-4.1pp | 54.67%-41.3pp | 116.88%-103.5pp |
| Employer contribution / active EE | $425 | $1,979-78.5% | $2,732-84.5% | $2,428-82.5% |
| Participant deferral / active EE | $2,351 | $3,888-39.5% | $4,487-47.6% | $4,046-41.9% |
| Admin fee / account holder | $159 | $537-70.4% | $7,965-98.0% | $627-74.6% |