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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $15,432 |
FUND DIRECT ADVISORS5 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $6,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,747 | $64,176-31.8% | $112,249-61.0% | $66,938-34.6% |
| Participation rate | 61.9% | 68.4%-6.6pp | 75.1%-13.2pp | 69.8%-7.9pp |
| Annual return | 2.03% | -13.80%+15.8pp | 27.48%-25.5pp | 1.58%+0.5pp |
| Employer contribution / active EE | $604 | $3,007-79.9% | $3,636-83.4% | $2,545-76.2% |
| Participant deferral / active EE | $1,902 | $3,694-48.5% | $4,729-59.8% | $4,238-55.1% |
| Admin fee / account holder | $167 | $626-73.3% | $6,412-97.4% | $594-71.9% |