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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 | $101,591+128.1% | $147,096+57.5% | $74,429+211.3% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 14.11% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $7,462 | $3,813+95.7% | $4,936+51.2% | $2,625+184.3% |
| Participant deferral / active EE | $11,425 | $7,302+56.5% | $8,071+41.6% | $4,348+162.7% |
| Admin fee / account holder | $536 | $1,750-69.3% | $13,005-95.9% | $1,944-72.4% |