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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS, LTD. Service code 27 · EIN 45-3943005 1285 DRUMMERS LANE · WAYNE, PA 190871572 | Advisory (Plan) | $29,968 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 P.O. BOX 7398 · MADISON, WI 537077398 | Accounting | $8,280 |
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 | $66,501 | $70,083-5.1% | $59,883+11.1% | $55,725+19.3% |
| Participation rate | 41.5% | 78.4%-36.8pp | 74.7%-33.2pp | 70.9%-29.3pp |
| Annual return | -3.51% | 3.13%-6.6pp | 3.46%-7.0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,042 | $2,878-63.8% | $2,722-61.7% | $2,078-49.9% |
| Participant deferral / active EE | $1,615 | $3,079-47.5% | $3,402-52.5% | $3,356-51.9% |
| Admin fee / account holder | $57 | $70-18.9% | $3,591-98.4% | $115-50.5% |