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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,788 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE INSTITUTIONAL Service code 27 · EIN 23-2933229 | Advisory (Plan) | $12,541 |
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,658 | $39,245-77.9% | $64,105-86.5% | $52,331-83.5% |
| Participation rate | 89.7% | 58.2%+31.4pp | 68.2%+21.5pp | 68.1%+21.6pp |
| Annual return | -2.99% | 14.79%-17.8pp | 791.24%-794.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $1,401 | $736+90.4% | $1,820-23.0% | $1,882-25.5% |
| Participant deferral / active EE | $2,022 | $1,992+1.5% | $2,822-28.3% | $3,022-33.1% |
| Admin fee / account holder | $122 | $592-79.5% | $4,499-97.3% | $592-79.5% |