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.9+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $33,656 |
FUND DIRECT ADVISORS9+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $22,833 |
STIFEL NICOLAUS & CO INC9+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $7,181 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 49 · EIN 44-0160260 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,312 | $56,438+97.2% | $76,902+44.7% | $71,529+55.6% |
| Participation rate | 98.0% | 64.3%+33.7pp | 69.6%+28.4pp | 67.9%+30.1pp |
| Annual return | 12.19% | 19.05%-6.9pp | 37.91%-25.7pp | 28.97%-16.8pp |
| Employer contribution / active EE | $2,668 | $1,864+43.1% | $2,534+5.3% | $2,590+3.0% |
| Participant deferral / active EE | $4,648 | $3,136+48.2% | $3,833+21.3% | $4,291+8.3% |
| Admin fee / account holder | $457 | $1,430-68.1% | $5,479-91.7% | $1,588-71.2% |