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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH MANAGEMENT, LLC Service code 21 · EIN 20-3634736 | Bank Trustee | $11,211 |
NATIONWIDE1 year Service code 15 · EIN 31-1592130 | Recordkeeping | $4,224 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 | Contract Administrator | $3,372 |
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.
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 | $31,126 | $64,176-51.5% | $112,263-72.3% | $66,949-53.5% |
| Participation rate | 24.6% | 68.4%-43.9pp | 75.1%-50.5pp | 69.8%-45.3pp |
| Annual return | -14.68% | -13.80%-0.9pp | 27.49%-42.2pp | 1.57%-16.2pp |
| Employer contribution / active EE | $950 | $3,007-68.4% | $3,636-73.9% | $2,545-62.7% |
| Participant deferral / active EE | $1,589 | $3,694-57.0% | $4,729-66.4% | $4,239-62.5% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |