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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 | -$223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,086 | $64,176+152.6% | $112,263+44.4% | $66,949+142.1% |
| Participation rate | 90.1% | 68.4%+21.6pp | 75.1%+15.0pp | 69.8%+20.2pp |
| Annual return | -17.04% | -13.80%-3.2pp | 27.49%-44.5pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,149 | $3,007-61.8% | $3,636-68.4% | $2,545-54.9% |
| Participant deferral / active EE | $9,602 | $3,694+160.0% | $4,729+103.0% | $4,239+126.5% |
| Admin fee / account holder | $149 | $626-76.1% | $6,410-97.7% | $594-74.9% |