Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,297 |
KORNERSTONE, INC.5 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $48,181 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,400 | $104,479+86.1% | $159,474+21.9% | $79,391+144.9% |
| Participation rate | 93.4% | 76.6%+16.8pp | 82.8%+10.6pp | 70.7%+22.7pp |
| Annual return | 15.85% | 67.98%-52.1pp | 263.68%-247.8pp | 116.88%-101.0pp |
| Employer contribution / active EE | $6,967 | $3,417+103.9% | $4,831+44.2% | $2,428+186.9% |
| Participant deferral / active EE | $10,186 | $6,468+57.5% | $7,353+38.5% | $4,046+151.8% |
| Admin fee / account holder | $528 | $711-25.8% | $10,802-95.1% | $627-15.7% |