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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,256 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE CAPITAL ASSET MGT Service code 26 · EIN 26-4766975 | Advisory (Participants) | $15,882 |
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 | $23,626 | $52,293-54.8% | $178,498-86.8% | $73,412-67.8% |
| Participation rate | 96.1% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+24.0pp |
| Annual return | 14.49% | 34.75%-20.3pp | 151.09%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $800 | $1,735-53.9% | $5,011-84.0% | $2,234-64.2% |
| Participant deferral / active EE | $790 | $2,332-66.1% | $5,202-84.8% | $3,806-79.2% |
| Admin fee / account holder | $71 | $127-44.3% | $13,985-99.5% | $158-55.0% |