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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Service code 99 · EIN 82-2502694 | Other Fees | $6,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,924 | $89,652-84.5% | $141,177-90.1% | $65,185-78.6% |
| Participation rate | 44.1% | 74.7%-30.6pp | 82.5%-38.4pp | 70.2%-26.1pp |
| Annual return | 25.90% | 32.79%-6.9pp | 71.40%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $714 | $3,065-76.7% | $4,736-84.9% | $2,177-67.2% |
| Participant deferral / active EE | $2,139 | $5,691-62.4% | $6,710-68.1% | $3,514-39.1% |
| Admin fee / account holder | $29 | $569-94.9% | $10,263-99.7% | $847-96.6% |