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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 | $101,499+128.3% | $147,005+57.6% | $74,546+210.8% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 14.11% | 8732.34%-8718.2pp | 418.76%-404.7pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $7,462 | $3,811+95.8% | $4,934+51.2% | $2,624+184.3% |
| Participant deferral / active EE | $11,425 | $7,304+56.4% | $8,070+41.6% | $4,347+162.8% |
| Admin fee / account holder | $536 | $1,748-69.3% | $13,006-95.9% | $1,944-72.4% |