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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP7 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 26 8905 W GAGE BLVD, SUITE 110 · KENNEWICK, WA 99336 | Advisory (Participants) | $27,863 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL AND HURLEY, INC. Service code 15 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $15,120 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 27-1228437 | Securities Custodian | $4,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,936 | $148,629-59.7% | $135,982-55.9% | $139,487-57.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.19% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.7pp |
| Employer contribution / active EE | $38,366 | $5,247+631.3% | $4,859+689.6% | $4,755+706.9% |
| Participant deferral / active EE | $85,713 | $8,102+957.9% | $7,760+1004.6% | $6,713+1176.9% |
| Admin fee / account holder | $524 | $12,406-95.8% | $10,767-95.1% | $11,407-95.4% |