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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS, LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $13,409 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $30 |
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 | $61,652 | $68,408-9.9% | $57,196+7.8% | $57,658+6.9% |
| Participation rate | 45.8% | 79.1%-33.4pp | 75.3%-29.6pp | 70.2%-24.4pp |
| Annual return | 6.25% | 8.51%-2.3pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,459 | $2,869-49.2% | $2,683-45.6% | $1,974-26.1% |
| Participant deferral / active EE | $2,018 | $2,903-30.5% | $3,096-34.8% | $3,061-34.1% |
| Admin fee / account holder | $20 | $70-71.2% | $3,141-99.4% | $95-78.8% |