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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS, LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $7,003 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $193 |
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 | $57,843 | $67,166-13.9% | $57,349+0.9% | $55,191+4.8% |
| Participation rate | 45.3% | 77.7%-32.4pp | 75.1%-29.8pp | 69.2%-23.8pp |
| Annual return | 1.66% | 4.22%-2.6pp | 24.40%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,406 | $2,812-50.0% | $2,689-47.7% | $1,899-26.0% |
| Participant deferral / active EE | $1,887 | $2,835-33.4% | $3,162-40.3% | $3,046-38.1% |
| Admin fee / account holder | $11 | $44-75.2% | $3,356-99.7% | $91-88.1% |