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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH STRATEGIES Service code 28 · EIN 05-0629562 | Investment Management | $72,606 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $7,139 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 16.53% | 12.82%+3.7pp | 13.48%+3.0pp | 12.16%+4.4pp |
| Employer contribution / active EE | $41,507 | $49,622-16.4% | $47,067-11.8% | $44,747-7.2% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |