Filed December 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADV ASSET MGMT., INC. Service code 28 · EIN 75-3204798 | Investment Management | $67,676 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,801 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,879 | $92,091-2.4% | $63,018+42.6% | $77,958+15.3% |
| Participation rate | 97.5% | 74.5%+23.1pp | 74.8%+22.7pp | 71.6%+25.9pp |
| Annual return | 48.46% | 16.23%+32.2pp | 87.63%-39.2pp | 20.87%+27.6pp |
| Employer contribution / active EE | $2,702 | $3,424-21.1% | $2,761-2.1% | $2,310+16.9% |
| Participant deferral / active EE | $1,315 | $3,361-60.9% | $3,330-60.5% | $3,537-62.8% |
| Admin fee / account holder | $31 | $48-35.5% | $3,601-99.1% | $97-68.3% |