Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT8+ years Filed as: CORNERSTONE INSTITUTIONAL Service code 26 · EIN 23-2933229 | Advisory (Participants) | $45,000 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $7,060 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,214 |
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 | $71,142 | $65,453+8.7% | $86,698-17.9% | $66,938+6.3% |
| Participation rate | 75.6% | 75.5%+0.1pp | 76.6%-1.0pp | 69.8%+5.7pp |
| Annual return | -17.61% | -10.89%-6.7pp | 35.95%-53.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,042 | $2,154-51.6% | $2,837-63.3% | $2,545-59.1% |
| Participant deferral / active EE | $5,226 | $4,102+27.4% | $4,656+12.2% | $4,238+23.3% |
| Admin fee / account holder | $423 | $642-34.1% | $7,493-94.4% | $594-28.8% |