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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $55,411 |
PRIME SOLUTIONS ADVISORS LLC1+ years Filed as: PRIMESOLUTIONS ADVISORS, LLC Service code 27 · EIN 25-1868763 | Advisory (Plan) | $47,221 |
CARNEGIE INVESTMENT COUNSEL1+ years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT Service code 27 · EIN 25-1868764 | Advisory (Plan) | $14,876 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 50 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Direct Payment | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,261 | $37,039-7.5% | $147,617-76.8% | $59,188-42.1% |
| Participation rate | 46.7% | 63.8%-17.1pp | 84.6%-37.9pp | 69.4%-22.7pp |
| Annual return | 2.45% | 7.19%-4.7pp | 61.98%-59.5pp | 5.51%-3.1pp |
| Employer contribution / active EE | $425 | $1,353-68.6% | $5,564-92.4% | $2,098-79.8% |
| Participant deferral / active EE | $1,340 | $2,094-36.0% | $4,895-72.6% | $3,265-59.0% |
| Admin fee / account holder | $159 | $60+164.2% | $11,612-98.6% | $92+72.5% |