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| Provider | Service type | Compensation |
|---|---|---|
KORNERSTONE, INC.1 year Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $7,348 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,781 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,898 | $46,219-61.3% | $89,391-80.0% | $90,288-80.2% |
| Participation rate | 11.0% | 44.9%-33.9pp | 68.0%-57.0pp | 73.4%-62.4pp |
| Annual return | 24.85% | 25.71%-0.9pp | 245.62%-220.8pp | 53.97%-29.1pp |
| Employer contribution / active EE | $2 | $953-99.8% | $2,586-99.9% | $2,524-99.9% |
| Participant deferral / active EE | $1,000 | $2,136-53.2% | $3,890-74.3% | $4,232-76.4% |
| Admin fee / account holder | $15 | $147-89.8% | $4,881-99.7% | $114-86.8% |