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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $66,896 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $32,104 |
LOUIS PLUNG & COMPANY1 year Service code 99 420 FT. DUQUESNE BLVD STE 1900 · PITTSBURGH, PA 15222 | Other Fees | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,955 | $30,385-31.0% | $56,054-62.6% | $74,400-71.8% |
| Participation rate | 88.1% | 32.9%+55.2pp | 52.5%+35.7pp | 67.2%+20.9pp |
| Annual return | 13.90% | 24.92%-11.0pp | 1705.95%-1692.0pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $837 | $609+37.5% | $1,039-19.4% | $2,624-68.1% |
| Participant deferral / active EE | $5,257 | $1,174+347.9% | $1,952+169.3% | $4,348+20.9% |
| Admin fee / account holder | $286 | $2,361-87.9% | $2,822-89.9% | $1,944-85.3% |