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) | $39,007 |
TIAA1 year Service code 26 · EIN 13-1624203 | Advisory (Participants) | $6,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,640 | $57,330+86.0% | $86,656+23.1% | $75,177+41.9% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 13.52% | 2675.40%-2661.9pp | 593.09%-579.6pp | 160.75%-147.2pp |
| Employer contribution / active EE | $6,162 | $2,316+166.0% | $3,025+103.7% | $2,671+130.7% |
| Participant deferral / active EE | $6,879 | $3,320+107.2% | $4,439+55.0% | $4,126+66.7% |
| Admin fee / account holder | $347 | $4,115-91.6% | $5,619-93.8% | $5,651-93.9% |