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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $7,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,861 | $65,582-49.9% | $64,101-48.7% | $71,511-54.0% |
| Participation rate | 62.0% | 73.2%-11.2pp | 72.3%-10.3pp | 67.9%-5.9pp |
| Annual return | 19.05% | 18.96%+0.1pp | 33.72%-14.7pp | 28.86%-9.8pp |
| Employer contribution / active EE | $541 | $2,671-79.8% | $2,749-80.3% | $2,589-79.1% |
| Participant deferral / active EE | $2,023 | $3,628-44.2% | $3,881-47.9% | $4,291-52.8% |
| Admin fee / account holder | $176 | $616-71.5% | $3,070-94.3% | $1,588-88.9% |