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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE BANK Service code 21 PO BOX 69 · YORK, NE 68467 | Bank Trustee | $10,407 |
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.
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 | $31,216 | $60,795-48.7% | $69,483-55.1% | $65,186-52.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 74.6%-14.6pp | 70.2%-10.2pp |
| Annual return | 22.45% | 17.46%+5.0pp | 28.99%-6.5pp | 29.39%-6.9pp |
| Employer contribution / active EE | $682 | $2,452-72.2% | $2,780-75.5% | $2,177-68.7% |
| Participant deferral / active EE | $839 | $3,162-73.5% | $3,537-76.3% | $3,514-76.1% |
| Admin fee / account holder | $127 | $314-59.5% | $3,841-96.7% | $847-85.0% |