Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,268 |
KORNERSTONE, INC.1 year Service code 27 · EIN 46-4657858 | Advisory (Plan) | $20,096 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,090 | $80,753+69.8% | $136,298+0.6% | $62,293+120.1% |
| Participation rate | 91.6% | 73.5%+18.1pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 11.52% | 35.83%-24.3pp | 5156.27%-5144.7pp | 28.90%-17.4pp |
| Employer contribution / active EE | $3,192 | $2,884+10.7% | $4,696-32.0% | $2,042+56.3% |
| Participant deferral / active EE | $4,725 | $5,164-8.5% | $6,247-24.4% | $3,169+49.1% |
| Admin fee / account holder | $271 | $525-48.5% | $9,244-97.1% | $479-43.5% |