Filed November 16, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 27 · EIN 75-3204798 | Advisory (Plan) | $69,991 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $47,549 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,588 | $91,695+84.9% | $67,575+151.0% | $77,736+118.2% |
| Participation rate | 95.9% | 76.0%+19.9pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 11.73% | 14.88%-3.1pp | 3528.98%-3517.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $5,504 | $3,189+72.6% | $2,736+101.2% | $2,728+101.8% |
| Participant deferral / active EE | $4,197 | $3,912+7.3% | $4,003+4.8% | $4,651-9.8% |
| Admin fee / account holder | $144 | $245-41.0% | $3,993-96.4% | $433-66.7% |