Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MAN Service code 26 · EIN 75-3204798 | Advisory (Participants) | $36,426 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,216 |
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 | $122,374 | $79,209+54.5% | $102,434+19.5% | $74,459+64.3% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 12.67% | 54.98%-42.3pp | 29.46%-16.8pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,304 | $2,362-44.8% | $3,023-56.9% | $2,626-50.3% |
| Participant deferral / active EE | $2,828 | $4,417-36.0% | $5,055-44.1% | $4,350-35.0% |
| Admin fee / account holder | $464 | $2,002-76.8% | $9,462-95.1% | $1,945-76.1% |