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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 37 · EIN 20-4006400 | Loan Processing | $3,044 |
FUND DIRECT ADVISORS1 year Service code 26 · EIN 27-3584365 | Advisory (Participants) | $936 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $936 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,946 | $23,224-40.0% | $71,089-80.4% | $55,725-75.0% |
| Participation rate | 43.5% | 37.9%+5.6pp | 54.6%-11.1pp | 70.9%-27.3pp |
| Annual return | 0.74% | -2.87%+3.6pp | 650.65%-649.9pp | 244.93%-244.2pp |
| Employer contribution / active EE | $54 | $436-87.7% | $1,088-95.0% | $2,078-97.4% |
| Participant deferral / active EE | $690 | $929-25.8% | $1,873-63.2% | $3,356-79.5% |
| Admin fee / account holder | $39 | $118-67.2% | $3,082-98.7% | $115-66.4% |