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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS Service code 26 | Advisory (Participants) | $48,322 |
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 26 · EIN 75-3204798 | Advisory (Participants) | $48,322 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,349 |
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 | $84,900 | $76,112+11.5% | $96,534-12.1% | $71,511+18.7% |
| Participation rate | 71.9% | 74.4%-2.5pp | 76.0%-4.1pp | 67.9%+3.9pp |
| Annual return | 18.05% | 22.81%-4.8pp | 25.88%-7.8pp | 28.86%-10.8pp |
| Employer contribution / active EE | $945 | $2,248-58.0% | $2,965-68.1% | $2,589-63.5% |
| Participant deferral / active EE | $5,553 | $4,217+31.7% | $4,851+14.5% | $4,291+29.4% |
| Admin fee / account holder | $405 | $2,708-85.1% | $8,253-95.1% | $1,588-74.5% |