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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 26 · EIN 23-2933229 | Advisory (Participants) | $21,656 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,331 | $50,666-32.2% | $76,667-55.2% | $65,186-47.3% |
| Participation rate | 61.5% | 68.8%-7.3pp | 72.1%-10.6pp | 70.2%-8.7pp |
| Annual return | 19.03% | 28.51%-9.5pp | 1166.74%-1147.7pp | 29.39%-10.4pp |
| Employer contribution / active EE | $1,086 | $1,575-31.0% | $2,303-52.8% | $2,177-50.1% |
| Participant deferral / active EE | $2,096 | $2,647-20.8% | $3,336-37.2% | $3,514-40.3% |
| Admin fee / account holder | $248 | $463-46.5% | $6,423-96.1% | $847-70.8% |