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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC7 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $26,384 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,511 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $6,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,391 | $69,774+10.9% | $67,575+14.5% | $74,459+3.9% |
| Participation rate | 53.7% | 71.4%-17.7pp | 72.9%-19.2pp | 67.2%-13.5pp |
| Annual return | 11.24% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $2,754 | $2,710+1.6% | $2,736+0.7% | $2,626+4.9% |
| Participant deferral / active EE | $4,074 | $3,636+12.0% | $4,003+1.8% | $4,350-6.3% |
| Admin fee / account holder | $154 | $890-82.7% | $3,993-96.1% | $1,945-92.1% |