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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONEHILL FIDUCIARY Service code 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $783 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,692 | $77,677+172.5% | $109,173+93.9% | $79,391+166.6% |
| Participation rate | 94.9% | 67.8%+27.1pp | 75.9%+19.0pp | 70.7%+24.2pp |
| Annual return | 13.56% | 23.44%-9.9pp | 25.75%-12.2pp | 116.88%-103.3pp |
| Employer contribution / active EE | $1,138 | $2,798-59.3% | $3,723-69.4% | $2,428-53.1% |
| Participant deferral / active EE | $9,157 | $3,517+160.3% | $4,654+96.8% | $4,046+126.3% |
| Admin fee / account holder | $152 | $732-79.3% | $6,755-97.8% | $627-75.8% |