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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 | $50,820-58.2% | $155,567-86.3% | $77,671-72.6% |
| Participation rate | 63.0% | 63.1%-0.2pp | 78.2%-15.2pp | 70.6%-7.6pp |
| Annual return | 12.25% | 34.85%-22.6pp | 64.74%-52.5pp | 31.21%-19.0pp |
| Employer contribution / active EE | $612 | $1,993-69.3% | $4,674-86.9% | $2,726-77.5% |
| Participant deferral / active EE | $1,185 | $2,823-58.0% | $5,628-78.9% | $4,648-74.5% |
| Admin fee / account holder | $79 | $436-82.0% | $15,916-99.5% | $430-81.7% |