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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $37,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,828 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,189 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $41,649 | $72,303-42.4% | $86,698-52.0% | $64,824-35.8% |
| Participation rate | 86.5% | 80.4%+6.1pp | 76.6%+9.9pp | 71.5%+15.0pp |
| Annual return | -19.42% | 392.77%-412.2pp | 35.96%-55.4pp | 32.84%-52.3pp |
| Employer contribution / active EE | $1,319 | $2,393-44.9% | $2,837-53.5% | $2,507-47.4% |
| Participant deferral / active EE | $4,338 | $4,660-6.9% | $4,656-6.8% | $4,311+0.6% |
| Admin fee / account holder | $68 | $174-60.8% | $7,492-99.1% | $188-63.7% |