Filed November 3, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1 year Service code 26 · EIN 27-3584365 | Advisory (Participants) | $6,973 |
Filed as: STANLEY BENEFIT SERVICES, INC Service code 15 · EIN 20-4006400 | Recordkeeping | $2,301 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,530 | $37,446-23.8% | $77,552-63.2% | $79,856-64.3% |
| Participation rate | 96.3% | 41.5%+54.8pp | 54.2%+42.1pp | 69.6%+26.7pp |
| Annual return | 6.20% | 39.76%-33.6pp | 54.82%-48.6pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,670 | $637+319.1% | $987+170.7% | $2,471+8.1% |
| Participant deferral / active EE | $1,939 | $1,261+53.8% | $1,861+4.2% | $3,741-48.2% |
| Admin fee / account holder | $99 | $2,506-96.1% | $2,859-96.5% | $5,306-98.1% |