Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MEYERS BROTHERS KALICKA, PC1+ years Service code 15 · EIN 04-2713795 | Recordkeeping | $9,248 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE RETIREMENT ADMINISTRATO Service code 15 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Recordkeeping | $6,925 |
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $78,696 | $57,096+37.8% | $94,229-16.5% | $55,191+42.6% |
| Participation rate | 38.9% | 75.7%-36.7pp | 78.8%-39.8pp | 69.2%-30.2pp |
| Annual return | -1.47% | 159.65%-161.1pp | 10.68%-12.2pp | 10.78%-12.2pp |
| Employer contribution / active EE | $375 | $1,708-78.0% | $3,587-89.5% | $1,899-80.3% |
| Participant deferral / active EE | $1,259 | $3,165-60.2% | $4,320-70.8% | $3,046-58.7% |
| Admin fee / account holder | $113 | $89+26.7% | $6,269-98.2% | $91+24.6% |