Filed November 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $54,053 |
FUND DIRECT ADVISORS10+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $31,435 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,351 | $83,023-39.4% | $102,437-50.8% | $77,762-35.2% |
| Participation rate | 83.3% | 71.5%+11.7pp | 74.5%+8.7pp | 70.6%+12.7pp |
| Annual return | 14.43% | 19.12%-4.7pp | 24.95%-10.5pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,975 | $3,552-44.4% | $3,871-49.0% | $2,728-27.6% |
| Participant deferral / active EE | $4,011 | $4,110-2.4% | $5,060-20.7% | $4,651-13.7% |
| Admin fee / account holder | $143 | $639-77.6% | $8,388-98.3% | $433-67.0% |