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.6+ years Service code 11 · EIN 20-4006400 | Actuarial | $27,960 |
SHARRARD, MCGEE & CO., P.A.5 years Filed as: SHARRARD, MCGEE & CO., PA Service code 10 · EIN 56-1146197 | Accounting | $9,450 |
FUND DIRECT ADVISORS6+ years Service code 21 · EIN 27-3584365 | Bank Trustee | $7,054 |
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 11.08% | 20.91%-9.8pp | 793.01%-781.9pp | 627.08%-616.0pp |
| Employer contribution / active EE | $837 | $11,580-92.8% | $27,004-96.9% | $18,824-95.6% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |