Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.2+ years Filed as: STANLEY BENEFIT SERVICES, INC Service code 11 · EIN 20-4006400 | Actuarial | $20,544 |
AB FUNDS2+ years Filed as: FUNDS DRIRECT ADVISOR'S, INC. Service code 28 · EIN 27-3584365 | Investment Management | $8,843 |
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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 | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 4.52% | 5.68%-1.2pp | 4.74%-0.2pp | 4.56%0pp |
| Employer contribution / active EE | $3,033 | $16,243-81.3% | $36,089-91.6% | $15,526-80.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |