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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $22,452 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,627 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,895 | $50,385-40.7% | $75,501-60.4% | $62,293-52.0% |
| Participation rate | 75.1% | 67.7%+7.4pp | 72.4%+2.8pp | 69.5%+5.6pp |
| Annual return | 15.22% | 19.90%-4.7pp | 27.35%-12.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,120 | $1,537-27.2% | $2,352-52.4% | $2,042-45.2% |
| Participant deferral / active EE | $2,096 | $2,445-14.3% | $3,142-33.3% | $3,169-33.9% |
| Admin fee / account holder | $271 | $384-29.5% | $5,801-95.3% | $479-43.5% |