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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP6 years Filed as: CORNERSTONE WEALTH GROUP LLC Service code 26 16810 KENTON DR · HUNTERSVILLE, NC 28078 | Advisory (Participants) | $28,360 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,024 | $89,465-62.0% | $165,100-79.4% | $77,762-56.2% |
| Participation rate | 56.1% | 78.6%-22.5pp | 78.6%-22.5pp | 70.6%-14.4pp |
| Annual return | 17.35% | 28.86%-11.5pp | 70.21%-52.9pp | 31.27%-13.9pp |
| Employer contribution / active EE | $1,379 | $2,565-46.2% | $4,348-68.3% | $2,728-49.4% |
| Participant deferral / active EE | $2,716 | $4,904-44.6% | $6,035-55.0% | $4,651-41.6% |
| Admin fee / account holder | $187 | $340-45.1% | $12,696-98.5% | $433-56.9% |