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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC5 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $22,262 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,325 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,758 | $60,989-0.4% | $60,919-0.3% | $66,949-9.2% |
| Participation rate | 53.4% | 74.5%-21.0pp | 73.1%-19.7pp | 69.8%-16.4pp |
| Annual return | -12.51% | -9.60%-2.9pp | 16.96%-29.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $2,673 | $2,661+0.5% | $2,704-1.1% | $2,545+5.0% |
| Participant deferral / active EE | $3,956 | $3,615+9.4% | $3,814+3.7% | $4,239-6.7% |
| Admin fee / account holder | $113 | $338-66.5% | $3,228-96.5% | $594-80.9% |