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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,799 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,043 |
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 | $51,482 | $185,342-72.2% | $111,306-53.7% | $86,821-40.7% |
| Participation rate | 89.2% | 81.0%+8.2pp | 77.3%+11.9pp | 72.3%+16.9pp |
| Annual return | 16.38% | 500.80%-484.4pp | 54.67%-38.3pp | 97.94%-81.6pp |
| Employer contribution / active EE | $1,080 | $2,246-51.9% | $2,732-60.5% | $2,406-55.1% |
| Participant deferral / active EE | $4,523 | $4,458+1.5% | $4,488+0.8% | $4,132+9.5% |
| Admin fee / account holder | $59 | $255-76.7% | $7,966-99.3% | $170-65.0% |