Filed December 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 | Investment Management | $7,404 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,142 |
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 | $76,094 | $67,166+13.3% | $57,357+32.7% | $55,191+37.9% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.8pp | 69.2%+26.7pp |
| Annual return | 7.53% | 4.22%+3.3pp | 24.41%-16.9pp | 10.78%-3.2pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,378 | $2,835+89.7% | $3,162+70.1% | $3,046+76.5% |
| Admin fee / account holder | $13 | $44-70.6% | $3,357-99.6% | $91-85.9% |