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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $126,874 |
CARNEGIE INVESTMENT COUNSEL4+ years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT Service code 27 · EIN 22-4766975 | Advisory (Plan) | $73,012 |
Filed as: METLIFE INSURANCE COMPANY Service code 50 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $0 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $36,714 | $45,382-19.1% | $154,108-76.2% | $75,289-51.2% |
| Participation rate | 58.2% | 65.9%-7.7pp | 83.0%-24.9pp | 72.4%-14.2pp |
| Annual return | -3.08% | -0.47%-2.6pp | 735.21%-738.3pp | -0.04%-3.0pp |
| Employer contribution / active EE | $611 | $1,533-60.1% | $5,298-88.5% | $2,405-74.6% |
| Participant deferral / active EE | $1,923 | $2,384-19.4% | $5,081-62.2% | $3,739-48.6% |
| Admin fee / account holder | $229 | $89+156.4% | $13,411-98.3% | $102+123.9% |