Filed April 9, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS6+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $27,383 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST CO. Service code 18 · EIN 20-0937408 | Shareholder servicing fees; Other fee... | $9,750 |
STANLEY BENEFIT SERVICES, INC.6+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $8,218 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,737 | $136,307-0.4% | $177,840-23.7% | $73,493+84.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 7.38% | 18.68%-11.3pp | 48.32%-40.9pp | 28.51%-21.1pp |
| Employer contribution / active EE | $9,060 | $3,712+144.1% | $5,919+53.1% | $2,270+299.1% |
| Participant deferral / active EE | $3,626 | $5,829-37.8% | $7,714-53.0% | $3,740-3.0% |
| Admin fee / account holder | $311 | $596-47.7% | $12,431-97.5% | $513-39.3% |