Filed July 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILVERSTONE ASSET MGMT, INC. Service code 26 · EIN 20-1113894 | Advisory (Participants) | $20,203 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,734 |
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).
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 | $18,530 | $37,196-50.2% | $154,108-88.0% | $55,725-66.7% |
| Participation rate | 56.3% | 64.1%-7.8pp | 83.0%-26.7pp | 70.9%-14.5pp |
| Annual return | -7.22% | 1319.68%-1326.9pp | 735.21%-742.4pp | 244.93%-252.1pp |
| Employer contribution / active EE | $829 | $1,614-48.6% | $5,298-84.4% | $2,078-60.1% |
| Participant deferral / active EE | $1,135 | $2,068-45.1% | $5,081-77.7% | $3,356-66.2% |
| Admin fee / account holder | $31 | $102-70.0% | $13,411-99.8% | $115-73.5% |