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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP3 years Service code 99 · EIN 82-2502694 | Other Fees | $20,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,257 | $69,362-52.1% | $101,248-67.2% | $73,488-54.7% |
| Participation rate | 87.1% | 68.4%+18.7pp | 75.8%+11.3pp | 70.7%+16.4pp |
| Annual return | 8.76% | 18.46%-9.7pp | 46.47%-37.7pp | 28.51%-19.8pp |
| Employer contribution / active EE | $1,171 | $2,628-55.5% | $3,660-68.0% | $2,270-48.4% |
| Participant deferral / active EE | $4,562 | $3,300+38.3% | $4,370+4.4% | $3,740+22.0% |
| Admin fee / account holder | $174 | $704-75.3% | $5,945-97.1% | $513-66.1% |