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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.8+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $27,138 |
FUND DIRECT ADVISORS8+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $19,271 |
STIFEL NICOLAUS & CO INC8+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $15,159 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 49 · EIN 44-0160260 | Other Services | $10,500 |
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 | $107,298 | $50,199+113.7% | $69,890+53.5% | $66,949+60.3% |
| Participation rate | 99.0% | 66.3%+32.7pp | 70.5%+28.6pp | 69.8%+29.2pp |
| Annual return | -12.57% | -13.85%+1.3pp | 190.84%-203.4pp | 1.57%-14.1pp |
| Employer contribution / active EE | $7,197 | $1,864+286.1% | $2,560+181.1% | $2,545+182.8% |
| Participant deferral / active EE | $3,851 | $3,112+23.7% | $3,848+0.1% | $4,239-9.2% |
| Admin fee / account holder | $487 | $600-18.8% | $6,267-92.2% | $594-18.0% |