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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP2 years Service code 99 · EIN 82-2502694 | Other Fees | $6,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,231 | $137,414-68.5% | $189,520-77.2% | $85,856-49.6% |
| Participation rate | 56.5% | 84.6%-28.1pp | 87.8%-31.3pp | 69.3%-12.8pp |
| Annual return | 17.00% | 38.14%-21.1pp | 555.25%-538.2pp | 318.58%-301.6pp |
| Employer contribution / active EE | $1,966 | $4,344-54.7% | $6,161-68.1% | $2,565-23.3% |
| Participant deferral / active EE | $4,133 | $6,260-34.0% | $8,220-49.7% | $3,952+4.6% |
| Admin fee / account holder | $287 | $8,630-96.7% | $12,046-97.6% | $6,261-95.4% |