Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC1+ years Filed as: GRANITE SPRINGS ASSET MANAGEMENT Service code 27 150 BODMAN PLACE · RED BANK, NJ 07701 | Advisory (Plan) | $75,123 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST Service code 25 600 FIFTH AVENUE · NEW YORK, NY 10020 | Directed Trustee | $9,594 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 3.05% | 9.03%-6.0pp | 90.61%-87.6pp | 9.29%-6.2pp |
| Employer contribution / active EE | $12,598 | $14,065-10.4% | $32,730-61.5% | $15,168-16.9% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |