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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT4+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $20,659 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
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 | $30,897 | $43,504-29.0% | $68,612-55.0% | $56,289-45.1% |
| Participation rate | 72.7% | 67.8%+4.8pp | 72.2%+0.4pp | 69.9%+2.8pp |
| Annual return | -5.57% | -3.15%-2.4pp | -4.63%-0.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,253 | $1,525-17.8% | $2,625-52.3% | $2,111-40.6% |
| Participant deferral / active EE | $2,382 | $2,509-5.1% | $3,311-28.1% | $3,350-28.9% |
| Admin fee / account holder | $263 | $515-49.0% | $5,131-94.9% | $521-49.6% |