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 | $32,866 |
FUND DIRECT ADVISORS8+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $32,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,903 | $106,236-48.3% | $112,228-51.1% | $64,808-15.3% |
| Participation rate | 82.3% | 71.7%+10.6pp | 75.1%+7.2pp | 71.5%+10.8pp |
| Annual return | -14.27% | -6.02%-8.3pp | 27.45%-41.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,877 | $3,166-40.7% | $3,635-48.4% | $2,506-25.1% |
| Participant deferral / active EE | $3,813 | $3,785+0.7% | $4,728-19.4% | $4,310-11.5% |
| Admin fee / account holder | $151 | $452-66.6% | $6,410-97.6% | $188-19.6% |