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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE BANK Service code 15 PO BOX 69 · YORK, NE 68467 | Recordkeeping | $10,366 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,609 | $42,910-24.0% | $60,919-46.5% | $68,490-52.4% |
| Participation rate | 70.1% | 66.8%+3.3pp | 73.1%-3.0pp | 67.9%+2.2pp |
| Annual return | -19.14% | -13.99%-5.1pp | 16.96%-36.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $940 | $1,978-52.5% | $2,704-65.2% | $2,597-63.8% |
| Participant deferral / active EE | $924 | $2,866-67.8% | $3,814-75.8% | $4,028-77.1% |
| Admin fee / account holder | $149 | $3,104-95.2% | $3,228-95.4% | $5,403-97.2% |