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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.5+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $34,228 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,106 | $50,860-36.9% | $155,574-79.4% | $77,714-58.7% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.1pp | 70.6%+14.7pp |
| Annual return | 16.41% | 34.86%-18.5pp | 64.87%-48.5pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,137 | $1,991+7.4% | $4,676-54.3% | $2,727-21.6% |
| Participant deferral / active EE | $2,907 | $2,825+2.9% | $5,629-48.4% | $4,649-37.5% |
| Admin fee / account holder | $96 | $436-77.9% | $15,914-99.4% | $433-77.7% |