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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS8+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $10,199 |
STANLEY BENEFIT SERVICES, INC.8+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $8,095 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,655 | $65,437-57.7% | $86,698-68.1% | $66,949-58.7% |
| Participation rate | 61.4% | 75.5%-14.1pp | 76.6%-15.2pp | 69.8%-8.4pp |
| Annual return | -14.77% | -10.91%-3.9pp | 35.96%-50.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $485 | $2,154-77.5% | $2,837-82.9% | $2,545-80.9% |
| Participant deferral / active EE | $2,688 | $4,102-34.5% | $4,656-42.3% | $4,239-36.6% |
| Admin fee / account holder | $141 | $642-78.1% | $7,492-98.1% | $594-76.3% |