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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 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,035 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,607 |
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 | $50,343 | $99,201-49.3% | $96,544-47.9% | $74,473-32.4% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.0%+12.9pp | 70.7%+18.2pp |
| Annual return | 21.59% | 22.40%-0.8pp | 25.88%-4.3pp | 34.36%-12.8pp |
| Employer contribution / active EE | $1,648 | $2,570-35.9% | $2,966-44.4% | $2,638-37.5% |
| Participant deferral / active EE | $5,465 | $4,938+10.7% | $4,851+12.6% | $4,530+20.6% |
| Admin fee / account holder | $68 | $225-69.8% | $8,254-99.2% | $347-80.5% |