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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE BANK Service code 21 529 N LINCOLN AVE · YORK, NE 68467 | Bank Trustee | $10,073 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,881 | $55,002-51.1% | $59,899-55.1% | $56,289-52.2% |
| Participation rate | 61.1% | 75.9%-14.8pp | 74.7%-13.6pp | 69.9%-8.7pp |
| Annual return | -7.81% | 1.13%-8.9pp | 3.46%-11.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $738 | $2,448-69.9% | $2,723-72.9% | $2,111-65.1% |
| Participant deferral / active EE | $927 | $3,121-70.3% | $3,402-72.8% | $3,350-72.3% |
| Admin fee / account holder | $127 | $236-46.3% | $3,592-96.5% | $521-75.7% |