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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1 year Service code 26 · EIN 27-3584365 | Advisory (Participants) | $27,536 |
Filed as: STANLEY BENEFIT SERVICES LLC Service code 15 · EIN 20-4006400 | Recordkeeping | $17,824 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,126 | $81,948-46.2% | $90,766-51.4% | $64,824-31.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -7.19% | -12.53%+5.3pp | -12.16%+5.0pp | 32.84%-40.0pp |
| Employer contribution / active EE | $6,243 | $3,067+103.5% | $2,922+113.7% | $2,507+149.0% |
| Participant deferral / active EE | $6,690 | $4,844+38.1% | $4,565+46.5% | $4,311+55.2% |
| Admin fee / account holder | $143 | $157-9.3% | $8,446-98.3% | $188-24.1% |