Filed January 2, 2024 (most recent of 7 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $58,311+94.1% | $81,882+38.2% | $80,959+39.8% |
| Participation rate | 93.2% | 63.5%+29.7pp | 72.4%+20.8pp | 67.7%+25.5pp |
| Annual return | 11.26% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $7,328 | $2,347+212.3% | $2,916+151.3% | $2,757+165.8% |
| Participant deferral / active EE | $8,892 | $3,287+170.5% | $4,323+105.7% | $4,300+106.8% |
| Admin fee / account holder | $260 | $4,752-94.5% | $7,360-96.5% | $6,925-96.2% |