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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $91,838 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $37,246 |
WITHUMSMITH+BROWN, PC5 years Filed as: YOUNG, OAKES, BROWN & CO, PC Service code 10 · EIN 25-1589048 1210 13TH STREET · ALTOONA, PA 16601 | Accounting | $7,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,519 | $91,710+42.3% | $67,560+93.2% | $77,762+67.8% |
| Participation rate | 97.9% | 76.0%+21.9pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 13.02% | 14.88%-1.9pp | 3533.50%-3520.5pp | 31.27%-18.2pp |
| Employer contribution / active EE | $408 | $3,187-87.2% | $2,737-85.1% | $2,728-85.0% |
| Participant deferral / active EE | $3,650 | $3,911-6.7% | $4,004-8.8% | $4,651-21.5% |
| Admin fee / account holder | $531 | $245+116.6% | $3,994-86.7% | $433+22.6% |