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 |
|---|---|---|
GRANITE GROUP ADVISORS, LLC2 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $15,011 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,495 |
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 | $52,930 | $60,795-12.9% | $69,483-23.8% | $65,186-18.8% |
| Participation rate | 65.9% | 74.9%-9.0pp | 74.6%-8.7pp | 70.2%-4.3pp |
| Annual return | 17.81% | 17.46%+0.4pp | 28.99%-11.2pp | 29.39%-11.6pp |
| Employer contribution / active EE | $2,841 | $2,452+15.9% | $2,780+2.2% | $2,177+30.5% |
| Participant deferral / active EE | $4,292 | $3,162+35.7% | $3,537+21.4% | $3,514+22.1% |
| Admin fee / account holder | $73 | $314-76.6% | $3,841-98.1% | $847-91.4% |