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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $77,375 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $29,693 |
WITHUMSMITH+BROWN, PC1 year Filed as: YOUNG, OAKES, BROWN & CO, PC Service code 10 · EIN 25-1589048 1210 13TH STREET · ALTOONA, PA 16601 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,009 | $84,948+30.7% | $70,494+57.5% | $73,412+51.2% |
| Participation rate | 98.6% | 79.9%+18.7pp | 75.1%+23.6pp | 72.2%+26.4pp |
| Annual return | 12.40% | 13.39%-1.0pp | 109.16%-96.8pp | 59.30%-46.9pp |
| Employer contribution / active EE | $1,192 | $2,834-57.9% | $2,738-56.5% | $2,234-46.6% |
| Participant deferral / active EE | $3,623 | $3,387+7.0% | $3,711-2.4% | $3,806-4.8% |
| Admin fee / account holder | $589 | $98+500.3% | $3,848-84.7% | $158+273.0% |