Filed April 9, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS5+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $24,662 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST CO. Service code 18 · EIN 20-0937408 | Direct payment from the plan; Shareho... | $8,300 |
STANLEY BENEFIT SERVICES, INC.5+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $2,366 |
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 | $181,203 | $98,982+83.1% | $162,177+11.7% | $65,185+178.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 9.58% | 24.84%-15.3pp | 115.60%-106.0pp | 29.38%-19.8pp |
| Employer contribution / active EE | $10,557 | $3,467+204.5% | $5,613+88.1% | $2,177+385.0% |
| Participant deferral / active EE | $3,027 | $5,384-43.8% | $7,297-58.5% | $3,514-13.9% |
| Admin fee / account holder | $274 | $596-54.1% | $10,843-97.5% | $847-67.7% |