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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $90,860 |
QUINT CAPITAL CORPORATION6 years Service code 26 230 PARK AVENUE, SUITE 908 · NEW YORK, NY 10169 | Advisory (Participants) | $26,948 |
Service code 15 70 WEST 40TH STREET, 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $15,281 |
Filed as: CORNERSTONE INVESTMENTS Service code 26 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Advisory (Participants) | $3,309 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592 | $53,204-98.9% | $155,556-99.6% | $200,096-99.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 2.55% | 41.02%-38.5pp | 64.84%-62.3pp | 34.26%-31.7pp |
| Employer contribution / active EE | $142 | $1,850-92.3% | $4,675-97.0% | $3,038-95.3% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $2 | $186-98.7% | $15,885-100.0% | $269-99.1% |