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 MGMT2+ years Filed as: CORNERSTONE PATRIOT FD Service code 28 · EIN 20-5578089 | Investment Management | $192,554 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $63,932 |
HOOKER & HOLCOMBE, INC.2+ years Service code 11 · EIN 06-0854693 | Actuarial | $49,240 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $28,473 |
LOWENSTEIN SANDLER LLP1 year Service code 29 · EIN 46-0920520 | Legal | $21,606 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.15% | 13.03%-2.9pp | 10.36%-0.2pp | 23.90%-13.7pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |