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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $37,500 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,787 | $67,166+54.5% | $57,356+81.0% | $55,191+88.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 1.66% | 4.22%-2.6pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,036 | $2,812+43.5% | $2,689+50.1% | $1,899+112.5% |
| Participant deferral / active EE | $2,944 | $2,835+3.9% | $3,162-6.9% | $3,046-3.3% |
| Admin fee / account holder | $44 | $44+1.9% | $3,357-98.7% | $91-51.1% |