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| Provider | Service type | Compensation |
|---|---|---|
BLATT & DAUMAN LLP1 year Service code 10 · EIN 11-2778625 | Accounting | $10,000 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $5,999 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,340 | $45,000-83.7% | $143,799-94.9% | $77,906-90.6% |
| Participation rate | 4.1% | 66.8%-62.7pp | 80.3%-76.2pp | 73.7%-69.6pp |
| Annual return | 63.82% | 29.03%+34.8pp | -0.04%+63.9pp | 12.16%+51.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $67 | $3,157-97.9% | $5,638-98.8% | $4,805-98.6% |
| Admin fee / account holder | $86 | $98-12.7% | $14,677-99.4% | $133-35.2% |