Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE PATRIOT FD Service code 28 · EIN 20-5578089 | Investment Management | $164,505 |
HOOKER & HOLCOMBE, INC.1+ years Service code 11 · EIN 06-0854693 | Actuarial | $86,485 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $85,147 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $23,205 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $6,217 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.73% | 5.13%-3.4pp | 4.74%-3.0pp | 7.18%-5.5pp |
| Employer contribution / active EE | $0 | $14,689-100.0% | $36,089-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |