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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 26 · EIN 75-3204798 | Advisory (Participants) | $58,229 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,692 | $79,223+30.9% | $102,460+1.2% | $74,478+39.2% |
| Participation rate | 74.7% | 74.8%0pp | 76.5%-1.8pp | 67.2%+7.5pp |
| Annual return | 13.56% | 54.98%-41.4pp | 29.47%-15.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,122 | $2,363-52.5% | $3,025-62.9% | $2,626-57.3% |
| Participant deferral / active EE | $5,895 | $4,417+33.5% | $5,056+16.6% | $4,350+35.5% |
| Admin fee / account holder | $530 | $2,003-73.6% | $9,460-94.4% | $1,946-72.8% |