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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 16 · EIN 45-5608425 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,012 |
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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,940 | $63,905+1.6% | $74,184-12.5% | $57,658+12.6% |
| Participation rate | 35.4% | 79.8%-44.3pp | 76.6%-41.2pp | 70.2%-34.8pp |
| Annual return | 5.68% | 60.60%-54.9pp | 17.74%-12.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,949 | $3,448-43.5% | $3,550-45.1% | $3,061-36.3% |
| Admin fee / account holder | $115 | $91+26.3% | $5,586-97.9% | $95+21.7% |