Filed February 13, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
KORNERSTONE, INC.4 years Filed as: KORNERSTONE INC. 401(K) SERVICES Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $36,696 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,568 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD. · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $18,848 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,433 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,502 | $64,286-58.8% | $90,970-70.9% | $73,412-63.9% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.0%+26.3pp | 72.2%+23.1pp |
| Annual return | 13.87% | 21.46%-7.6pp | 134.58%-120.7pp | 59.30%-45.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,921 | $2,453-21.7% | $3,373-43.1% | $3,806-49.5% |
| Admin fee / account holder | $158 | $287-45.1% | $5,960-97.4% | $158-0.1% |