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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.2+ years Service code 11 · EIN 20-4006400 | Actuarial | $25,691 |
Service code 21 · EIN 04-4141660 | Bank Trustee | $16,002 |
J. W. HUNT AND COMPANY1 year Service code 10 · EIN 57-0138290 | Accounting | $7,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $167,546-100.0% | $127,144-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 62.9%-62.9pp | 45.9%-45.9pp |
| Annual return | 13.71% | 8.06%+5.6pp | 9.35%+4.4pp | 10.21%+3.5pp |
| Employer contribution / active EE | $0 | $36,021-100.0% | $25,504-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,337-100.0% | $2,049-100.0% | $13,518-100.0% |