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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $27,229 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $6,314 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,126 | $55,002+109.3% | $59,899+92.2% | $56,289+104.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.90% | 1.13%-5.0pp | 3.46%-7.4pp | -9.96%+6.1pp |
| Employer contribution / active EE | $5,684 | $2,448+132.2% | $2,723+108.8% | $2,111+169.2% |
| Participant deferral / active EE | $5,871 | $3,121+88.1% | $3,402+72.6% | $3,350+75.3% |
| Admin fee / account holder | $61 | $236-74.2% | $3,592-98.3% | $521-88.3% |