Filed April 9, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS8+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $30,279 |
STANLEY BENEFIT SERVICES, INC.8+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $20,668 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,073 | $102,661+11.1% | $151,628-24.8% | $66,930+70.4% |
| Participation rate | 95.3% | 85.5%+9.7pp | 87.5%+7.8pp | 69.8%+25.5pp |
| Annual return | -9.61% | -10.81%+1.2pp | 3.34%-12.9pp | 1.57%-11.2pp |
| Employer contribution / active EE | $9,507 | $4,184+127.2% | $6,165+54.2% | $2,545+273.5% |
| Participant deferral / active EE | $3,875 | $6,645-41.7% | $8,363-53.7% | $4,238-8.6% |
| Admin fee / account holder | $309 | $630-51.0% | $11,613-97.3% | $593-47.9% |