Filed October 2, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS8+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $56,336 |
Filed as: STANLEY BENEFITS SERVICES, INC. Service code 15 · EIN 20-4006400 | Recordkeeping | $56,240 |
MATC1 year Service code 18 · EIN 27-3169253 | Custodial (other than securities); Di... | $20,792 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,883 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $112 |
Participant contribution per participant 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 | $80,792 | $86,897-7.0% | $151,639-46.7% | $64,819+24.6% |
| Participation rate | 79.2% | 87.3%-8.1pp | 87.5%-8.3pp | 71.5%+7.7pp |
| Annual return | -13.15% | -3.57%-9.6pp | 3.34%-16.5pp | 32.84%-46.0pp |
| Employer contribution / active EE | $3,655 | $4,010-8.8% | $6,165-40.7% | $2,507+45.8% |
| Participant deferral / active EE | $2,914 | $6,690-56.4% | $8,363-65.2% | $4,311-32.4% |
| Admin fee / account holder | $178 | $153+16.6% | $11,613-98.5% | $188-5.0% |