Filed November 2, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Service code 99 · EIN 82-2502694 | Other Fees | $7,177 |
Employer 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.
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 | $18,922 | $69,383-72.7% | $101,271-81.3% | $73,493-74.3% |
| Participation rate | 93.7% | 68.4%+25.3pp | 75.8%+17.8pp | 70.7%+23.0pp |
| Annual return | 14.61% | 18.46%-3.9pp | 46.48%-31.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,241 | $3,301-32.1% | $4,371-48.7% | $3,740-40.1% |
| Admin fee / account holder | $56 | $704-92.0% | $5,948-99.1% | $513-89.1% |