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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $11,494 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,540 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,502 | $45,082-72.3% | $69,464-82.0% | $72,975-82.9% |
| Participation rate | 27.8% | 68.5%-40.7pp | 74.6%-46.8pp | 69.5%-41.7pp |
| Annual return | 13.54% | 22.66%-9.1pp | 28.98%-15.4pp | 81.01%-67.5pp |
| Employer contribution / active EE | $495 | $2,055-75.9% | $2,779-82.2% | $2,440-79.7% |
| Participant deferral / active EE | $1,126 | $2,604-56.8% | $3,536-68.2% | $3,608-68.8% |
| Admin fee / account holder | $189 | $3,057-93.8% | $3,840-95.1% | $5,124-96.3% |