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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 16 · EIN 45-5608425 | Consulting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,208 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,958 | $69,305+2.4% | $82,312-13.8% | $69,631+1.9% |
| Participation rate | 35.8% | 80.3%-44.5pp | 76.9%-41.1pp | 70.7%-34.9pp |
| Annual return | 18.90% | 21.47%-2.6pp | 25.88%-7.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,058 | $3,568-42.3% | $3,706-44.5% | $3,224-36.1% |
| Admin fee / account holder | $90 | $97-7.2% | $5,608-98.4% | $110-18.3% |