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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE ASSET MANAGEMENT INC1+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 · EIN 20-1113894 | Advisory (Plan) | $21,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,115 |
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 | $87,600 | $58,655+49.3% | $91,994-4.8% | $65,186+34.4% |
| Participation rate | 99.5% | 75.3%+24.2pp | 78.6%+20.8pp | 70.2%+29.3pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.04%-69.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $4,499 | $2,080+116.3% | $3,453+30.3% | $2,177+106.7% |
| Participant deferral / active EE | $7,719 | $5,474+41.0% | $5,924+30.3% | $3,514+119.7% |
| Admin fee / account holder | $132 | $434-69.5% | $7,744-98.3% | $847-84.4% |