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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $27,363 |
AMERICAN FUNDS1+ years Filed as: COASTAL CAPITAL GROUP INC. Service code 27 222 ROSEWOOD DRIVE 11TH FLOOR · DANVERS, MA 01923 | Advisory (Plan) | $11,327 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $4,738 |
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $464 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,624 | $36,916-30.6% | $156,549-83.6% | $57,658-55.6% |
| Participation rate | 57.4% | 63.4%-6.0pp | 84.0%-26.6pp | 70.2%-12.8pp |
| Annual return | 5.34% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $228 | $1,571-85.5% | $5,501-95.9% | $1,974-88.5% |
| Participant deferral / active EE | $1,727 | $1,926-10.3% | $4,871-64.5% | $3,061-43.6% |
| Admin fee / account holder | $124 | $82+50.8% | $13,027-99.0% | $95+31.6% |