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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 | $315,650-100.0% | $308,621-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 43.9%-43.9pp |
| Annual return | 10.90% | 8.11%+2.8pp | 8.05%+2.9pp | 13.05%-2.1pp |
| Employer contribution / active EE | $172,291 | $44,168+290.1% | $42,669+303.8% | $37,651+357.6% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |