Filed October 4, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC3 years Filed as: CADARET GRANT Service code 99 · EIN 22-2361254 | Other Fees | $50,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,084 | $37,196-13.7% | $154,107-79.2% | $55,725-42.4% |
| Participation rate | 66.5% | 64.1%+2.4pp | 83.0%-16.6pp | 70.9%-4.4pp |
| Annual return | -5.20% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $961 | $1,614-40.5% | $5,298-81.9% | $2,078-53.8% |
| Participant deferral / active EE | $1,086 | $2,068-47.5% | $5,081-78.6% | $3,356-67.6% |
| Admin fee / account holder | $11 | $102-89.6% | $13,411-99.9% | $115-90.8% |