Filed December 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $173,769 |
Filed as: CORNERSTONE ADVISORS ASSET MGT, LLC Service code 28 · EIN 75-3204798 | Investment Management | $112,807 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $10,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,078 | $120,057+38.3% | $75,728+119.3% | $93,010+78.6% |
| Participation rate | 96.7% | 77.3%+19.4pp | 74.8%+21.8pp | 73.9%+22.8pp |
| Annual return | 12.08% | 19.62%-7.5pp | 104.66%-92.6pp | 158.70%-146.6pp |
| Employer contribution / active EE | $5,357 | $3,253+64.7% | $2,743+95.3% | $2,705+98.0% |
| Participant deferral / active EE | $3,927 | $4,089-4.0% | $3,820+2.8% | $4,561-13.9% |
| Admin fee / account holder | $126 | $81+54.2% | $3,620-96.5% | $152-17.2% |