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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP2 years Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $34,548 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,185 | $48,471-19.2% | $182,540-78.5% | $67,579-42.0% |
| Participation rate | 96.1% | 67.2%+29.0pp | 78.0%+18.2pp | 71.3%+24.9pp |
| Annual return | 26.38% | 31.08%-4.7pp | 148.58%-122.2pp | 378.56%-352.2pp |
| Employer contribution / active EE | $605 | $1,461-58.6% | $4,076-85.2% | $2,148-71.8% |
| Participant deferral / active EE | $3,506 | $3,324+5.5% | $5,525-36.5% | $3,539-0.9% |
| Admin fee / account holder | $97 | $151-35.7% | $8,593-98.9% | $142-31.7% |