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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SA STONE INVESTMENT ADVISORS, INC. Service code 19 · EIN 47-1578213 2 PERIMETER PARK SOUTH · BIRMINGHAM, AL 35243 | Securities Custodian | $9,993 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,106 | $90,170-37.8% | $150,734-62.8% | $69,733-19.5% |
| Participation rate | 88.6% | 60.2%+28.4pp | 78.4%+10.2pp | 62.5%+26.2pp |
| Annual return | 9.65% | 16.56%-6.9pp | 600.81%-591.2pp | 15.22%-5.6pp |
| Employer contribution / active EE | $3,737 | $3,428+9.0% | $4,918-24.0% | $2,250+66.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $45 | $4,600-99.0% | $14,905-99.7% | $3,102-98.6% |