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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,821 | $69,383-31.1% | $101,271-52.8% | $73,493-34.9% |
| Participation rate | 95.7% | 68.4%+27.3pp | 75.8%+19.8pp | 70.7%+25.0pp |
| Annual return | 5.56% | 18.46%-12.9pp | 46.48%-40.9pp | 28.51%-23.0pp |
| Employer contribution / active EE | $3,758 | $2,628+43.0% | $3,660+2.7% | $2,270+65.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $54 | $704-92.4% | $5,948-99.1% | $513-89.5% |