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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $9,777 |
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $9,034 |
TDAMERITRADE1+ years Filed as: TDAMERITRADE TRUST CO Service code 18 · EIN 20-0937408 | Other fees; Custodial (other than sec... | $1,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,695 | $57,096-51.5% | $94,229-70.6% | $55,191-49.8% |
| Participation rate | 50.2% | 75.7%-25.5pp | 78.8%-28.6pp | 69.2%-19.0pp |
| Annual return | 5.18% | 159.65%-154.5pp | 10.68%-5.5pp | 10.78%-5.6pp |
| Employer contribution / active EE | $3,307 | $1,708+93.7% | $3,587-7.8% | $1,899+74.2% |
| Participant deferral / active EE | $907 | $3,165-71.3% | $4,320-79.0% | $3,046-70.2% |
| Admin fee / account holder | $54 | $89-39.6% | $6,269-99.1% | $91-40.6% |