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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 16 · EIN 45-5608425 | Consulting | $35,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,642 |
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 | $49,248 | $79,519-38.1% | $95,964-48.7% | $73,412-32.9% |
| Participation rate | 86.0% | 81.2%+4.8pp | 77.1%+8.9pp | 72.2%+13.8pp |
| Annual return | 22.33% | 19.20%+3.1pp | 91.64%-69.3pp | 59.30%-37.0pp |
| Employer contribution / active EE | $871 | $2,048-57.5% | $2,541-65.7% | $2,234-61.0% |
| Participant deferral / active EE | $3,911 | $4,138-5.5% | $4,167-6.1% | $3,806+2.8% |
| Admin fee / account holder | $64 | $184-65.2% | $6,797-99.1% | $158-59.3% |