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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,106 | $80,674-30.5% | $119,126-52.9% | $64,340-12.8% |
| Participation rate | 88.6% | 55.2%+33.4pp | 75.8%+12.9pp | 55.2%+33.4pp |
| Annual return | 9.65% | 26.86%-17.2pp | 282.11%-272.5pp | 24.14%-14.5pp |
| Employer contribution / active EE | $3,737 | $2,564+45.7% | $4,034-7.4% | $1,862+100.7% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $45 | $4,559-99.0% | $10,693-99.6% | $3,703-98.8% |