Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
SANLI PASTORE & HILL3 years Service code 34 · EIN 95-4558283 | Direct payment from the plan; Valuati... | $13,134 |
KORNERSTONE, INC.3 years Filed as: KORNERSTONE Service code 28 · EIN 46-4657858 | Investment Management | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,112 | $99,957+2.2% | $149,745-31.8% | $73,497+38.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 7.98% | 53.87%-45.9pp | 276.72%-268.7pp | 28.51%-20.5pp |
| Employer contribution / active EE | $10,714 | $3,191+235.8% | $4,646+130.6% | $2,270+372.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $193 | $551-65.0% | $9,312-97.9% | $513-62.4% |