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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY, HUNT, DUPREE AND RHINE Service code 11 · EIN 56-1623293 | Actuarial | $30,925 |
SHDR IA1+ years Filed as: SHDR INVESTMENT ADVISORS, INC. Service code 27 · EIN 57-0956597 | Advisory (Plan) | $21,422 |
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Employer contribution per participant 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 | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.37% | -1.80%+0.4pp | -2.01%+0.6pp | -7.14%+5.8pp |
| Employer contribution / active EE | $789 | $14,777-94.7% | $34,453-97.7% | $14,613-94.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |