Retirement plan

CORNERSTONE BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN

Name: CORNERSTONE BUSINESS SERVICES, INC. - CORNERSTONE BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: CORNERSTONE BUSINESS SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORNERSTONE BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN, CORNERSTONE BUSINESS SERVICES, INC.

CORNERSTONE BUSINESS SERVICES, INC.EIN 39-1978777Plan #001PY 2025

200 S. WASHINGTON STREET - GREEN BAY, WI 54301920-436-9890cornerstone-business.comLinkedIn11-50 employeesinvestment banking

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$911K

+30.6% from 2024

Total participants

+7.7% from 2024

Average account balance

$65,081

+21.3% from 2024

Annual return

10.56%

-7.75 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$16K

$1972 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.731%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,081

$208,088-68.7%

$186,193-65.0%

$154,746-57.9%

Participation rate

100.0%

80.0%+20.0pp

77.1%+22.9pp

80.7%+19.3pp

Annual return

10.56%

89.97%-79.4pp

78.03%-67.5pp

172.34%-161.8pp

Employer contribution / active EE

$3,579

$4,340-17.5%

$3,918-8.7%

$4,379-18.3%

Participant deferral / active EE

$14,967

$7,078+111.5%

$6,513+129.8%

$6,730+122.4%

Admin fee / account holder

$1,127

$11,698-90.4%

$11,058-89.8%

$14,365-92.2%

CORNERSTONE BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORNERSTONE BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion