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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CO 94903 | Advisory (Plan) | $47,460 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $7,200 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $4,746 |
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
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 | $34,952 | $69,511-49.7% | $94,664-63.1% | $71,511-51.1% |
| Participation rate | 94.6% | 78.4%+16.2pp | 80.8%+13.8pp | 67.9%+26.7pp |
| Annual return | 24.75% | 29.67%-4.9pp | 156.84%-132.1pp | 28.86%-4.1pp |
| Employer contribution / active EE | $6,544 | $2,853+129.4% | $3,673+78.2% | $2,589+152.7% |
| Participant deferral / active EE | $14,287 | $7,348+94.4% | $7,417+92.6% | $4,291+233.0% |
| Admin fee / account holder | $0 | $1,211-100.0% | $7,222-100.0% | $1,588-100.0% |