Filed December 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT INC Service code 28 · EIN 75-3204798 | Investment Management | $57,778 |
GRAYDON HEAD & RITCHEY1 year Filed as: GRAYDON HEAD & RITCHEY LLP Service code 28 · EIN 31-0565234 | Investment Management | $6,508 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,014 |
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 | $79,417 | $85,199-6.8% | $57,196+38.9% | $63,975+24.1% |
| Participation rate | 99.6% | 74.0%+25.6pp | 75.3%+24.3pp | 71.1%+28.5pp |
| Annual return | 6.90% | 10.43%-3.5pp | 14.59%-7.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,492 | $3,446+1.3% | $2,683+30.2% | $2,182+60.1% |
| Participant deferral / active EE | $1,733 | $3,109-44.3% | $3,096-44.0% | $3,356-48.4% |
| Admin fee / account holder | $30 | $39-22.1% | $3,141-99.0% | $70-57.3% |