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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $15,516 |
FUND DIRECT ADVISORS7+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $10,274 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,800 | $59,584-31.5% | $86,874-53.0% | $79,386-48.6% |
| Participation rate | 97.8% | 67.7%+30.2pp | 71.6%+26.2pp | 70.7%+27.1pp |
| Annual return | 11.44% | 23.15%-11.7pp | 63.52%-52.1pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,254 | $1,768-29.1% | $2,495-49.7% | $2,427-48.3% |
| Participant deferral / active EE | $1,794 | $3,036-40.9% | $3,699-51.5% | $4,046-55.7% |
| Admin fee / account holder | $163 | $604-73.1% | $5,828-97.2% | $626-74.0% |