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| Provider | Service type | Compensation |
|---|---|---|
CARNEGIE INVESTMENT COUNSEL2+ years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT Service code 27 · EIN 25-1868764 | Advisory (Plan) | $61,814 |
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $61,536 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 50 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Direct Payment | $0 |
NATIONAL FINANCIAL SERVICES2+ 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.
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 | $35,569 | $37,213-4.4% | $156,551-77.3% | $63,975-44.4% |
| Participation rate | 52.4% | 65.0%-12.6pp | 84.0%-31.6pp | 71.1%-18.7pp |
| Annual return | 7.85% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $498 | $1,357-63.3% | $5,501-90.9% | $2,182-77.2% |
| Participant deferral / active EE | $1,557 | $2,070-24.8% | $4,871-68.0% | $3,356-53.6% |
| Admin fee / account holder | $162 | $56+188.3% | $13,028-98.8% | $70+130.6% |