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| Provider | Service type | Compensation |
|---|---|---|
STONE HILL FIDUCIARY MANAGEMENT LL10+ years Filed as: STONEHILL FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $20,013 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,285 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,029 | $88,186-43.3% | $165,071-69.7% | $74,459-32.8% |
| Participation rate | 86.6% | 73.1%+13.4pp | 78.6%+7.9pp | 67.2%+19.3pp |
| Annual return | 11.97% | 17.13%-5.2pp | 70.17%-58.2pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $898 | $2,600-65.4% | $4,347-79.3% | $2,626-65.8% |
| Participant deferral / active EE | $5,635 | $4,505+25.1% | $6,035-6.6% | $4,350+29.6% |
| Admin fee / account holder | $181 | $2,234-91.9% | $12,695-98.6% | $1,945-90.7% |