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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $181,431 |
CARNEGIE INVESTMENT COUNSEL4 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $116,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,429 | $53,204+0.4% | $155,556-65.7% | $200,096-73.3% |
| Participation rate | 59.5% | 64.1%-4.6pp | 78.2%-18.7pp | 72.0%-12.5pp |
| Annual return | 14.69% | 41.02%-26.3pp | 64.84%-50.1pp | 34.26%-19.6pp |
| Employer contribution / active EE | $703 | $1,850-62.0% | $4,675-85.0% | $3,038-76.9% |
| Participant deferral / active EE | $2,408 | $3,163-23.9% | $5,631-57.2% | $5,090-52.7% |
| Admin fee / account holder | $160 | $186-13.9% | $15,885-99.0% | $269-40.6% |