Filed November 20, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.10+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $88,090 |
LPL FINANCIAL5 years Filed as: LPL HOLDINGS INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,000 |
Filed as: MIDATLANTIC TRUST CO. Service code 18 · EIN 27-3169253 | Other fees; Direct payment from the p... | $37,988 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,044 | $106,264+214.4% | $147,117+127.1% | $77,762+329.6% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 51.24% | 56.94%-5.7pp | 420.54%-369.3pp | 31.27%+20.0pp |
| Employer contribution / active EE | $14,089 | $4,074+245.8% | $4,932+185.6% | $2,728+416.5% |
| Participant deferral / active EE | $7,359 | $8,003-8.0% | $8,065-8.7% | $4,651+58.2% |
| Admin fee / account holder | $145 | $334-56.6% | $12,993-98.9% | $433-66.5% |