Plan Ledger DOL Form 5500 · updated monthly

Cornerstone Services, Inc.403(b)

CORNERSTONE SERVICES 403(B) RETIREMENT PLAN · JOLIET, IL · plan year 2022

Reported admin expense ratio · 2022
0.15%

Cornerstone Services, Inc. reported $4,845 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,221st of 3,702), and 9,230th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,042,591
Participants with balances70
Active participants507
Employer contributions—
Employee contributions$268,938
Employer contribution per active participant—
Average account balance$43,466
Benefits paid to participants$31,002
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX, LTD
Administrative expenses, itemized · 2022
Professional / advisory$4,845
Total administrative$4,845
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,845 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
The Lee Manor IL$3.1M · 0.56%
Cylinder Health, Inc. IL$3.1M · 0.01%
The Admiral at the Lake IL$3.0M · 0.28%
One Home Health Agency IL$2.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362706578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.