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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 19 · EIN 20-6004000 | Securities Custodian | $30,905 |
FUND DIRECT ADVISORS4 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,448 |
PRONVEST5 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $8,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,371 | $78,483+20.2% | $106,201-11.1% | $74,546+26.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 15.02% | 15.94%-0.9pp | 116.26%-101.2pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,118 | $2,522-55.6% | $3,170-64.7% | $2,624-57.4% |
| Participant deferral / active EE | $4,324 | $4,320+0.1% | $5,012-13.7% | $4,347-0.5% |
| Admin fee / account holder | $411 | $2,236-81.6% | $11,039-96.3% | $1,944-78.9% |