Filed December 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 | Investment Management | $44,551 |
GRAYDON HEAD & RITCHEY4 years Filed as: GRAYDON HEAD & RITCHEY LLP Service code 29 · EIN 31-0565234 | Legal | $5,552 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,817 |
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 | $124,954 | $204,517-38.9% | $69,480+79.8% | $77,775+60.7% |
| Participation rate | 98.5% | 74.6%+23.8pp | 74.6%+23.9pp | 73.2%+25.3pp |
| Annual return | 18.97% | 22.10%-3.1pp | 28.99%-10.0pp | 32.58%-13.6pp |
| Employer contribution / active EE | $3,691 | $3,548+4.0% | $2,780+32.8% | $2,504+47.4% |
| Participant deferral / active EE | $3,376 | $3,478-2.9% | $3,537-4.5% | $3,966-14.9% |
| Admin fee / account holder | $19 | $101-80.8% | $3,840-99.5% | $100-80.7% |