Filed April 9, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.10+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $33,704 |
FUND DIRECT ADVISORS10+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $20,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,288 | $122,239-7.3% | $184,203-38.5% | $74,495+52.1% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 12.88% | 19.95%-7.1pp | 28.81%-15.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $6,952 | $4,537+53.2% | $6,427+8.2% | $2,623+165.0% |
| Participant deferral / active EE | $4,754 | $7,139-33.4% | $9,131-47.9% | $4,346+9.4% |
| Admin fee / account holder | $306 | $1,260-75.7% | $13,901-97.8% | $1,942-84.3% |