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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $50,388 |
Service code 52 · EIN 01-0233346 | Indirect Investment Fees | $36,563 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $14,100 |
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 | $191,828 | $91,474+109.7% | $135,982+41.1% | $71,529+168.2% |
| Participation rate | 96.7% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 18.71% | 29.89%-11.2pp | 68.32%-49.6pp | 28.97%-10.3pp |
| Employer contribution / active EE | $6,456 | $3,705+74.2% | $4,859+32.9% | $2,590+149.3% |
| Participant deferral / active EE | $11,457 | $7,095+61.5% | $7,760+47.6% | $4,291+167.0% |
| Admin fee / account holder | $393 | $1,267-69.0% | $10,767-96.3% | $1,588-75.2% |