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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.6+ years Service code 11 · EIN 20-4006400 | Actuarial | $32,203 |
J. W. HUNT AND COMPANY1 year Filed as: J.W. HUNT AND COMPANY Service code 10 · EIN 57-0138290 | Accounting | $7,416 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $113,315-100.0% | $97,450-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 41.9%-41.9pp | 37.6%-37.6pp |
| Annual return | 24.33% | 7.90%+16.4pp | 10.56%+13.8pp | 9.30%+15.0pp |
| Employer contribution / active EE | $3,077 | $35,629-91.4% | $28,542-89.2% | $43,748-93.0% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,309-100.0% | $1,464-100.0% | $12,596-100.0% |