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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP2 years Filed as: CORNERSTONE WEALTH MANAGEMENT LLC Service code 27 · EIN 20-3634736 | Advisory (Plan) | $7,665 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $588 |
SMA SERVICES, INC.5 years Service code 15 · EIN 15-0868034 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,587 | $26,549+0.1% | $61,399-56.7% | $66,930-60.3% |
| Participation rate | 27.6% | 38.1%-10.5pp | 52.6%-25.0pp | 69.8%-42.2pp |
| Annual return | -14.19% | -16.21%+2.0pp | 338.81%-353.0pp | 1.57%-15.8pp |
| Employer contribution / active EE | $845 | $651+29.8% | $1,159-27.1% | $2,545-66.8% |
| Participant deferral / active EE | $1,412 | $1,338+5.5% | $2,124-33.5% | $4,238-66.7% |
| Admin fee / account holder | $267 | $409-34.7% | $2,131-87.5% | $593-55.1% |