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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 | -$7,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,706 | $76,696+161.7% | $96,538+107.9% | $71,529+180.6% |
| Participation rate | 93.3% | 66.6%+26.7pp | 74.3%+18.9pp | 67.9%+25.3pp |
| Annual return | 17.57% | 48.32%-30.7pp | 35.74%-18.2pp | 28.97%-11.4pp |
| Employer contribution / active EE | $1,288 | $3,032-57.5% | $3,740-65.6% | $2,590-50.3% |
| Participant deferral / active EE | $10,988 | $3,770+191.5% | $4,880+125.1% | $4,291+156.1% |
| Admin fee / account holder | $108 | $2,030-94.7% | $6,737-98.4% | $1,588-93.2% |