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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC6 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $22,778 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,418 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $5,922 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,104 | $65,582+5.4% | $64,097+7.8% | $71,529-3.4% |
| Participation rate | 55.2% | 73.2%-18.0pp | 72.3%-17.1pp | 67.9%-12.7pp |
| Annual return | 15.30% | 18.96%-3.7pp | 33.75%-18.4pp | 28.97%-13.7pp |
| Employer contribution / active EE | $2,368 | $2,671-11.3% | $2,750-13.9% | $2,590-8.6% |
| Participant deferral / active EE | $3,521 | $3,628-2.9% | $3,881-9.3% | $4,291-17.9% |
| Admin fee / account holder | $119 | $616-80.7% | $3,070-96.1% | $1,588-92.5% |