Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,860-58.2% | $155,574-86.3% | $77,714-72.7% |
| Participation rate | 63.0% | 63.1%-0.2pp | 78.2%-15.3pp | 70.6%-7.6pp |
| Annual return | 12.25% | 34.86%-22.6pp | 64.87%-52.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $612 | $1,991-69.2% | $4,676-86.9% | $2,727-77.5% |
| Participant deferral / active EE | $1,185 | $2,825-58.1% | $5,629-79.0% | $4,649-74.5% |
| Admin fee / account holder | $79 | $436-82.0% | $15,914-99.5% | $433-81.9% |