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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.10+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 PO BOX 8249 · GREENSBORO, NC 27419 | Recordkeeping | $13,651 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $188,345 | $81,233+131.9% | $155,567+21.1% | $80,874+132.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.63% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $151 | $3,101-95.1% | $4,674-96.8% | $2,756-94.5% |
| Participant deferral / active EE | $151 | $3,452-95.6% | $5,628-97.3% | $4,297-96.5% |
| Admin fee / account holder | $310 | $7,998-96.1% | $15,916-98.1% | $6,935-95.5% |