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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE FINANCIAL ADVISORS, LLC Service code 15 · EIN 57-1191965 | Recordkeeping | $30,903 |
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 | $81,921 | $55,453+47.7% | $170,439-51.9% | $62,293+31.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.02% | 21.38%-2.4pp | 205.94%-186.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,933 | $2,164+35.5% | $5,433-46.0% | $2,042+43.6% |
| Participant deferral / active EE | $3,631 | $2,303+57.7% | $4,939-26.5% | $3,169+14.6% |
| Admin fee / account holder | $28 | $455-93.8% | $13,881-99.8% | $479-94.1% |