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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP2 years Filed as: CORNERSTONE WEALTH STRATEGIES Service code 28 · EIN 05-0629562 | Investment Management | $74,141 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 15.55% | 288.76%-273.2pp | 380.66%-365.1pp | 259.17%-243.6pp |
| Employer contribution / active EE | $42,590 | $47,316-10.0% | $45,083-5.5% | $41,471+2.7% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |