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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC3 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $18,481 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,673 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,775 | $49,255+21.4% | $70,494-15.2% | $79,856-25.1% |
| Participation rate | 73.7% | 69.2%+4.5pp | 75.1%-1.4pp | 69.6%+4.0pp |
| Annual return | 12.71% | 30.10%-17.4pp | 109.16%-96.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,046 | $2,100+140.3% | $2,738+84.3% | $2,471+104.2% |
| Participant deferral / active EE | $7,200 | $2,768+160.1% | $3,711+94.0% | $3,741+92.5% |
| Admin fee / account holder | $93 | $2,879-96.8% | $3,848-97.6% | $5,306-98.3% |