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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CO 94903 | Advisory (Plan) | $24,052 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $6,273 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $5,673 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,613 | $77,503-51.5% | $100,391-62.5% | $80,856-53.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 25.96% | 37.20%-11.2pp | 49.20%-23.2pp | 35.59%-9.6pp |
| Employer contribution / active EE | $18,037 | $2,801+544.0% | $3,942+357.6% | $2,755+554.7% |
| Participant deferral / active EE | $37,986 | $6,820+457.0% | $8,082+370.0% | $4,296+784.3% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |