Filed November 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Service code 11 · EIN 20-4006400 | Actuarial | $26,091 |
SHARRARD, MCGEE & CO., P.A.1+ years Service code 10 · EIN 56-1146197 | Accounting | $8,750 |
FUND DIRECT ADVISORS1+ years Service code 21 · EIN 27-3584365 | Bank Trustee | $5,471 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 20-0937408 | Bank Trustee | $5,148 |
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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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -2.52% | 2.41%-4.9pp | -2.90%+0.4pp | -0.60%-1.9pp |
| Employer contribution / active EE | $719 | $14,069-94.9% | $27,990-97.4% | $12,272-94.1% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |