Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE FINANCIAL GROUP3+ years Filed as: CORNERSTONE FINANCIAL GROUP, LLC Service code 27 · EIN 47-0798627 | Advisory (Plan) | $107,442 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 60 · EIN 38-2712991 | Sub-TA Fees | $31,363 |
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY, LLC Service code 28 · EIN 75-3182674 | Investment Management | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,435 | $73,102+104.4% | $123,553+20.9% | $56,289+165.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.10% | 3.01%-7.1pp | 119.21%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $13,262 | $2,977+345.5% | $4,628+186.6% | $2,111+528.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $641 | $554+15.7% | $9,284-93.1% | $521+23.0% |