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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT,LLC Service code 16 · EIN 45-5608425 | Consulting | $24,185 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,386 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $157,121 | $63,114+148.9% | $92,915+69.1% | $65,186+141.0% |
| Participation rate | 93.7% | 68.8%+24.9pp | 76.0%+17.7pp | 70.2%+23.5pp |
| Annual return | 27.29% | 28.75%-1.5pp | 109.45%-82.2pp | 29.39%-2.1pp |
| Employer contribution / active EE | $1,091 | $2,571-57.5% | $3,653-70.1% | $2,177-49.9% |
| Participant deferral / active EE | $9,178 | $3,108+195.3% | $4,238+116.6% | $3,514+161.2% |
| Admin fee / account holder | $142 | $624-77.3% | $5,796-97.6% | $847-83.3% |