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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP3 years Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $36,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,009 |
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 | $49,750 | $56,152-11.4% | $185,835-73.2% | $73,412-32.2% |
| Participation rate | 95.7% | 67.6%+28.1pp | 78.0%+17.6pp | 72.2%+23.5pp |
| Annual return | 19.13% | 17.59%+1.5pp | 35.96%-16.8pp | 59.30%-40.2pp |
| Employer contribution / active EE | $690 | $1,532-55.0% | $4,087-83.1% | $2,234-69.1% |
| Participant deferral / active EE | $3,830 | $3,659+4.7% | $5,633-32.0% | $3,806+0.6% |
| Admin fee / account holder | $102 | $132-22.6% | $9,502-98.9% | $158-35.3% |