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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $1,553 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Trustee (directed); Ot... | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,284 | $37,117-34.6% | $147,618-83.5% | $55,191-56.0% |
| Participation rate | 64.5% | 63.6%+0.9pp | 84.6%-20.1pp | 69.2%-4.7pp |
| Annual return | 2.38% | 3.44%-1.1pp | 61.98%-59.6pp | 10.78%-8.4pp |
| Employer contribution / active EE | $234 | $1,620-85.6% | $5,565-95.8% | $1,899-87.7% |
| Participant deferral / active EE | $1,733 | $1,985-12.7% | $4,895-64.6% | $3,046-43.1% |
| Admin fee / account holder | $17 | $86-80.7% | $11,612-99.9% | $91-81.8% |