Filed July 9, 2026 (most recent of 8 filings on file)
Total covered: 2 employees
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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 | $58,234+94.4% | $81,783+38.4% | $80,874+39.9% |
| Participation rate | 93.2% | 63.4%+29.7pp | 72.4%+20.8pp | 67.6%+25.5pp |
| Annual return | 11.26% | 41.70%-30.4pp | 775.05%-763.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $7,328 | $2,341+213.0% | $2,913+151.6% | $2,756+165.9% |
| Participant deferral / active EE | $8,892 | $3,283+170.9% | $4,320+105.8% | $4,297+106.9% |
| Admin fee / account holder | $260 | $4,982-94.8% | $7,380-96.5% | $6,935-96.2% |