Filed October 4, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC5 years Filed as: CADARET GRANT Service code 99 · EIN 22-2361254 | Other Fees | $67,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,221 | $52,293-5.9% | $178,499-72.4% | $73,412-33.0% |
| Participation rate | 53.7% | 65.3%-11.7pp | 81.9%-28.3pp | 72.2%-18.5pp |
| Annual return | 19.93% | 34.75%-14.8pp | 151.10%-131.2pp | 59.30%-39.4pp |
| Employer contribution / active EE | $980 | $1,735-43.5% | $5,011-80.4% | $2,234-56.1% |
| Participant deferral / active EE | $1,162 | $2,332-50.2% | $5,202-77.7% | $3,806-69.5% |
| Admin fee / account holder | $8 | $127-93.4% | $13,986-99.9% | $158-94.7% |