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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $19,783 |
FUND DIRECT ADVISORS1+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $10,705 |
TDAMERITRADE1+ years Filed as: TDAMERITRADE TRUST CO Service code 18 · EIN 20-0937408 | Other fees; Custodial (other than sec... | $3,404 |
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 | $29,003 | $46,360-37.4% | $147,617-80.4% | $52,331-44.6% |
| Participation rate | 70.3% | 64.9%+5.3pp | 84.6%-14.4pp | 68.1%+2.2pp |
| Annual return | -1.02% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $918 | $2,126-56.8% | $5,564-83.5% | $1,882-51.2% |
| Participant deferral / active EE | $2,193 | $2,258-2.9% | $4,895-55.2% | $3,022-27.4% |
| Admin fee / account holder | $194 | $766-74.7% | $11,612-98.3% | $592-67.3% |