Filed November 6, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.2+ years Service code 11 · EIN 20-4006400 | Actuarial | $39,020 |
Filed as: SHARRARD, MCGEE & CO., PA Service code 10 · EIN 56-1146197 | Accounting | $8,725 |
FUND DIRECT ADVISORS2+ years Service code 21 · EIN 27-3584365 | Bank Trustee | $5,515 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 4.37% | 7.17%-2.8pp | 7.98%-3.6pp | 7.18%-2.8pp |
| Employer contribution / active EE | $471 | $13,444-96.5% | $23,724-98.0% | $13,095-96.4% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |