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| Provider | Service type | Compensation |
|---|---|---|
KORNERSTONE, INC.1 year Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 1811 CONCORD AVE STE 130 · CHICO, CA 95928 | Advisory (Plan) | $10,166 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,692 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $571 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,881 | $64,138-44.1% | $112,258-68.0% | $66,930-46.4% |
| Participation rate | 73.2% | 68.5%+4.7pp | 75.1%-1.9pp | 69.8%+3.4pp |
| Annual return | -8.74% | -13.81%+5.1pp | 27.47%-36.2pp | 1.57%-10.3pp |
| Employer contribution / active EE | $1,534 | $3,006-49.0% | $3,636-57.8% | $2,545-39.7% |
| Participant deferral / active EE | $1,912 | $3,694-48.2% | $4,728-59.6% | $4,238-54.9% |
| Admin fee / account holder | $264 | $625-57.8% | $6,411-95.9% | $593-55.6% |