Filed January 2, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT, IN Service code 26 · EIN 75-3204798 | Advisory (Participants) | $24,736 |
TIAA2 years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $9,763 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,183 | $58,258+94.3% | $81,820+38.3% | $80,925+39.9% |
| Participation rate | 93.2% | 63.5%+29.7pp | 72.4%+20.8pp | 67.7%+25.5pp |
| Annual return | 11.26% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $7,328 | $2,345+212.5% | $2,915+151.4% | $2,756+165.9% |
| Participant deferral / active EE | $8,892 | $3,284+170.8% | $4,323+105.7% | $4,299+106.9% |
| Admin fee / account holder | $260 | $4,976-94.8% | $7,391-96.5% | $6,940-96.3% |