Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE FINANCIAL ADVISORS, LLC Service code 15 · EIN 57-1191965 | Recordkeeping | $29,201 |
Service code 99 · EIN 33-0962367 | Other Fees | $6,565 |
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 | $64,058 | $46,360+38.2% | $147,618-56.6% | $52,331+22.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.55% | 1.62%-0.1pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,790 | $2,126+31.2% | $5,565-49.9% | $1,882+48.3% |
| Participant deferral / active EE | $3,261 | $2,258+44.4% | $4,895-33.4% | $3,022+7.9% |
| Admin fee / account holder | $29 | $766-96.2% | $11,612-99.7% | $592-95.0% |