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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP2+ years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 28 · EIN 05-0629562 | Investment Management | $73,694 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 27-1228437 | Securities Custodian | $5,486 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | 10.90% | 8.10%+2.8pp | 8.04%+2.9pp | 13.05%-2.1pp |
| Employer contribution / active EE | $172,291 | $44,198+289.8% | $42,693+303.6% | $37,664+357.4% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |