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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CO 94903 | Advisory (Plan) | $15,547 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $5,547 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $4,125 |
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 | $72,002 | $106,584-32.4% | $101,326-28.9% | $142,382-49.4% |
| Participation rate | 87.0% | 82.7%+4.3pp | 81.5%+5.5pp | 80.1%+6.8pp |
| Annual return | 18.00% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,395 | $3,956+86.9% | $3,665+101.8% | $4,299+72.0% |
| Participant deferral / active EE | $21,015 | $8,297+153.3% | $7,994+162.9% | $6,507+223.0% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |