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| Provider | Service type | Compensation |
|---|---|---|
CARNEGIE INVESTMENT COUNSEL5 years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT L Service code 27 30300 CHAGRIN BLVD · PEPPER PIKE, OH 44124 | Advisory (Plan) | $32,525 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,027 | $88,186-33.1% | $165,071-64.2% | $74,459-20.7% |
| Participation rate | 94.5% | 73.1%+21.4pp | 78.6%+15.9pp | 67.2%+27.3pp |
| Annual return | 14.32% | 17.13%-2.8pp | 70.17%-55.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,372 | $4,505+41.4% | $6,035+5.6% | $4,350+46.5% |
| Admin fee / account holder | $306 | $2,234-86.3% | $12,695-97.6% | $1,945-84.2% |