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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,599 |
CARNEGIE INVESTMENT COUNSEL6 years Filed as: CARNEGIE CAPITAL ASSET MGT Service code 26 · EIN 26-4766975 | Advisory (Participants) | $25,529 |
Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 | Recordkeeping | $60 |
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 | $21,255 | $50,902-58.2% | $155,534-86.3% | $77,736-72.7% |
| Participation rate | 63.0% | 63.1%-0.1pp | 78.2%-15.3pp | 70.6%-7.6pp |
| Annual return | 12.25% | 34.85%-22.6pp | 64.92%-52.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $612 | $1,991-69.3% | $4,675-86.9% | $2,728-77.6% |
| Participant deferral / active EE | $1,185 | $2,824-58.0% | $5,630-79.0% | $4,651-74.5% |
| Admin fee / account holder | $79 | $437-82.0% | $15,900-99.5% | $433-81.9% |