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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MGT Service code 27 · EIN 45-5608425 | Advisory (Plan) | $31,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,238 |
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.
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 | $59,957 | $75,183-20.3% | $123,894-51.6% | $55,167+8.7% |
| Participation rate | 67.9% | 72.8%-4.9pp | 81.4%-13.5pp | 69.0%-1.1pp |
| Annual return | 18.20% | 19.01%-0.8pp | 47.52%-29.3pp | 169.23%-151.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,902 | $5,084+35.7% | $5,984+15.3% | $3,054+126.0% |
| Admin fee / account holder | $159 | $663-76.0% | $8,357-98.1% | $504-68.5% |