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.5+ years Service code 11 · EIN 20-4006400 | Actuarial | $44,756 |
SHARRARD, MCGEE & CO., P.A.4 years Filed as: SHARRARD, MCGEE & CO., PA Service code 10 · EIN 56-1146197 | Accounting | $15,200 |
FUND DIRECT ADVISORS5+ years Service code 21 · EIN 27-3584365 | Bank Trustee | $6,771 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 26 · EIN 20-0937408 | Advisory (Participants) | $6,034 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 16.40% | 15.46%+0.9pp | 18.06%-1.7pp | 16.32%+0.1pp |
| Employer contribution / active EE | $779 | $10,289-92.4% | $30,411-97.4% | $17,007-95.4% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |