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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.2+ years Filed as: STANLEY, HUNT, DUPREE AND RHINE,INC Service code 64 · EIN 56-2092915 | Recordkeeping Fees | $17,663 |
Filed as: VAWTER, GAMMON, NORRIS,&COMPANY, PC Service code 10 · EIN 62-0898119 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,198 | $46,100+130.4% | $86,582+22.7% | $69,631+52.5% |
| Participation rate | 33.1% | 67.2%-34.1pp | 73.5%-40.5pp | 70.7%-37.6pp |
| Annual return | 12.84% | 21.02%-8.2pp | 965.08%-952.2pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $895 | $2,432-63.2% | $3,609-75.2% | $3,224-72.2% |
| Admin fee / account holder | $220 | $94+134.7% | $4,904-95.5% | $110+99.4% |