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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE ASSET MANAGEMENT INC3+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 · EIN 20-1113894 | Advisory (Plan) | $38,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,773 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,834 | $73,638+47.8% | $108,405+0.4% | $79,391+37.1% |
| Participation rate | 99.0% | 77.4%+21.7pp | 80.1%+18.9pp | 70.7%+28.3pp |
| Annual return | 13.42% | 33.27%-19.8pp | 905.55%-892.1pp | 116.88%-103.5pp |
| Employer contribution / active EE | $4,260 | $2,397+77.7% | $3,559+19.7% | $2,428+75.5% |
| Participant deferral / active EE | $7,673 | $6,218+23.4% | $6,563+16.9% | $4,046+89.7% |
| Admin fee / account holder | $139 | $638-78.2% | $7,297-98.1% | $627-77.8% |