Filed April 9, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS2+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $15,926 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST CO. Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $5,306 |
STANLEY BENEFIT SERVICES, INC.2+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $4,386 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $174,579 | $74,089+135.6% | $133,975+30.3% | $55,167+216.5% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.1%+0.9pp | 69.0%+19.0pp |
| Annual return | 3.59% | 12.11%-8.5pp | 29.29%-25.7pp | 169.23%-165.6pp |
| Employer contribution / active EE | $9,531 | $3,064+211.1% | $5,211+82.9% | $1,963+385.7% |
| Participant deferral / active EE | $2,425 | $4,678-48.2% | $6,282-61.4% | $3,054-20.6% |
| Admin fee / account holder | $202 | $458-56.0% | $9,324-97.8% | $504-60.0% |