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.
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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.7+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $60,443 |
LPL FINANCIAL2 years Filed as: LPL HOLDINGS INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,000 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Other fees; Custodial (other than sec... | $40,463 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $319,171 | $104,336+205.9% | $159,495+100.1% | $86,828+267.6% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.4pp |
| Annual return | 11.44% | 26.32%-14.9pp | 263.72%-252.3pp | 97.95%-86.5pp |
| Employer contribution / active EE | $14,173 | $3,451+310.7% | $4,831+193.4% | $2,406+489.0% |
| Participant deferral / active EE | $7,668 | $6,837+12.1% | $7,354+4.3% | $4,132+85.6% |
| Admin fee / account holder | $231 | $172+34.3% | $10,804-97.9% | $170+36.4% |