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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $66,420 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $20,540 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $16,973 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $5,075 |
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 | $132,766 | $60,795+118.4% | $69,464+91.1% | $65,185+103.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 17.97% | 17.46%+0.5pp | 28.98%-11.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $5,969 | $2,452+143.4% | $2,779+114.8% | $2,177+174.2% |
| Participant deferral / active EE | $6,405 | $3,162+102.6% | $3,536+81.1% | $3,514+82.3% |
| Admin fee / account holder | $183 | $314-41.7% | $3,840-95.2% | $847-78.4% |