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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,313 | $59,186-33.6% | $76,768-48.8% | $56,287-30.2% |
| Participation rate | 65.4% | 75.2%-9.8pp | 77.0%-11.6pp | 69.9%-4.5pp |
| Annual return | -7.26% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,558 | $1,759-11.4% | $2,485-37.3% | $2,111-26.2% |
| Participant deferral / active EE | $6,332 | $3,255+94.5% | $3,852+64.4% | $3,350+89.0% |
| Admin fee / account holder | $157 | $489-67.8% | $6,675-97.6% | $521-69.8% |