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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE INST. INVESTORS, LLC Service code 26 74 WEST BROAD STREET, STE 340 · BETHLEHEM, PA 18018 | Advisory (Participants) | $28,359 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,623 | $49,138+11.2% | $84,021-35.0% | $65,185-16.2% |
| Participation rate | 50.7% | 60.7%-10.0pp | 69.0%-18.3pp | 70.2%-19.5pp |
| Annual return | 22.45% | 23.00%-0.5pp | 71.32%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $768 | $914-16.0% | $1,984-61.3% | $2,177-64.7% |
| Participant deferral / active EE | $3,160 | $2,397+31.8% | $3,239-2.4% | $3,514-10.1% |
| Admin fee / account holder | $296 | $543-45.4% | $6,102-95.1% | $847-65.0% |