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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $144,735 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $94,043 |
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 | $43,324 | $45,000-3.7% | $143,797-69.9% | $77,906-44.4% |
| Participation rate | 60.5% | 66.8%-6.3pp | 80.3%-19.8pp | 73.7%-13.2pp |
| Annual return | -14.42% | 29.03%-43.5pp | -0.04%-14.4pp | 12.16%-26.6pp |
| Employer contribution / active EE | $647 | $1,870-65.4% | $4,952-86.9% | $2,846-77.3% |
| Participant deferral / active EE | $2,231 | $3,157-29.3% | $5,638-60.4% | $4,805-53.6% |
| Admin fee / account holder | $135 | $98+37.6% | $14,679-99.1% | $133+2.2% |