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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Re... | $96,924 |
CARNEGIE INVESTMENT COUNSEL3+ years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT Service code 27 · EIN 22-4766975 | Advisory (Plan) | $70,538 |
Filed as: METLIFE INSURANCE COMPANY Service code 50 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $38,637 | $44,989-14.1% | $170,435-77.3% | $77,958-50.4% |
| Participation rate | 56.7% | 64.6%-7.9pp | 83.6%-26.9pp | 71.6%-14.9pp |
| Annual return | 14.13% | 19.61%-5.5pp | 205.94%-191.8pp | 20.87%-6.7pp |
| Employer contribution / active EE | $550 | $1,466-62.5% | $5,432-89.9% | $2,310-76.2% |
| Participant deferral / active EE | $1,733 | $2,208-21.5% | $4,939-64.9% | $3,537-51.0% |
| Admin fee / account holder | $203 | $69+193.8% | $13,881-98.5% | $97+108.0% |