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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MGT Service code 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,894 | $155,795-57.7% | $136,294-51.7% | $69,631-5.4% |
| Participation rate | 68.7% | 75.2%-6.6pp | 81.9%-13.2pp | 70.7%-2.0pp |
| Annual return | 25.32% | 232464.33%-232439.0pp | 5155.94%-5130.6pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,007 | $5,394+29.9% | $6,247+12.2% | $3,224+117.4% |
| Admin fee / account holder | $104 | $128-18.6% | $9,243-98.9% | $110-5.4% |