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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $148,332 |
CARNEGIE INVESTMENT COUNSEL3 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $98,782 |
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 | $50,283 | $50,150+0.3% | $149,723-66.4% | $80,169-37.3% |
| Participation rate | 59.1% | 64.3%-5.2pp | 78.8%-19.6pp | 72.9%-13.8pp |
| Annual return | 17.18% | 29.80%-12.6pp | 134.50%-117.3pp | 40.39%-23.2pp |
| Employer contribution / active EE | $673 | $1,868-64.0% | $4,821-86.0% | $2,978-77.4% |
| Participant deferral / active EE | $2,336 | $3,195-26.9% | $5,682-58.9% | $5,016-53.4% |
| Admin fee / account holder | $136 | $153-10.9% | $13,215-99.0% | $145-6.2% |