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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $57,297 |
Service code 52 · EIN 01-0233346 | Indirect Investment Fees | $46,283 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $31,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,724 | $101,672+127.9% | $147,117+57.5% | $74,478+211.1% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 14.11% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $7,462 | $3,813+95.7% | $4,932+51.3% | $2,626+184.1% |
| Participant deferral / active EE | $11,425 | $7,305+56.4% | $8,065+41.7% | $4,350+162.6% |
| Admin fee / account holder | $536 | $1,753-69.4% | $12,993-95.9% | $1,946-72.4% |