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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 | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,341 | $55,449-25.4% | $83,830-50.7% | $56,287-26.6% |
| Participation rate | 97.7% | 68.0%+29.7pp | 76.1%+21.5pp | 69.9%+27.8pp |
| Annual return | 7.84% | -1.38%+9.2pp | 850.97%-843.1pp | -9.96%+17.8pp |
| Employer contribution / active EE | $3,506 | $2,430+44.3% | $3,631-3.4% | $2,111+66.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $52 | $656-92.0% | $5,479-99.0% | $521-90.0% |