Filed December 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGT.,INC Service code 28 · EIN 75-3204798 | Investment Management | $67,904 |
GRAYDON HEAD & RITCHEY3 years Filed as: GRAYDON HEAD & RITCHEY LLP Service code 29 · EIN 31-0565234 | Legal | $9,324 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,246 |
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 | $106,860 | $87,173+22.6% | $59,899+78.4% | $75,289+41.9% |
| Participation rate | 98.5% | 74.5%+24.1pp | 74.7%+23.8pp | 72.4%+26.1pp |
| Annual return | -2.82% | -2.14%-0.7pp | 3.46%-6.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $3,485 | $3,473+0.3% | $2,723+28.0% | $2,405+44.9% |
| Participant deferral / active EE | $3,321 | $3,379-1.7% | $3,403-2.4% | $3,739-11.2% |
| Admin fee / account holder | $32 | $75-57.8% | $3,592-99.1% | $102-69.2% |