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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP3 years Filed as: CORNERSTONE WEALTH ADVISORS Service code 15 · EIN 27-4371298 1808 ASTON AVE. · CARLSBAD, CA 92008 | Recordkeeping | $19,009 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,467 | $84,482-56.8% | $125,363-70.9% | $66,930-45.5% |
| Participation rate | 60.8% | 76.4%-15.6pp | 82.4%-21.6pp | 69.8%-9.0pp |
| Annual return | -14.52% | -8.49%-6.0pp | 572.15%-586.7pp | 1.57%-16.1pp |
| Employer contribution / active EE | $871 | $3,553-75.5% | $4,815-81.9% | $2,545-65.8% |
| Participant deferral / active EE | $3,337 | $6,782-50.8% | $7,447-55.2% | $4,238-21.3% |
| Admin fee / account holder | $256 | $685-62.6% | $10,005-97.4% | $593-56.9% |