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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMNT Service code 26 · EIN 75-3204798 | Advisory (Participants) | $22,295 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,533 | $56,438-26.4% | $76,902-46.0% | $71,529-41.9% |
| Participation rate | 60.2% | 64.3%-4.1pp | 69.6%-9.4pp | 67.9%-7.7pp |
| Annual return | 14.14% | 19.05%-4.9pp | 37.91%-23.8pp | 28.97%-14.8pp |
| Employer contribution / active EE | $1,209 | $1,864-35.1% | $2,534-52.3% | $2,590-53.3% |
| Participant deferral / active EE | $2,420 | $3,136-22.8% | $3,833-36.9% | $4,291-43.6% |
| Admin fee / account holder | $285 | $1,430-80.1% | $5,479-94.8% | $1,588-82.1% |