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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $33,833 |
AMERICAN FUNDS2+ years Filed as: COASTAL CAPITAL GROUP INC. Service code 27 222 ROSEWOOD DRIVE 11TH FLOOR · DANVERS, MA 01923 | Advisory (Plan) | $17,600 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Finders... | $7,998 |
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 | $40,190 | $46,173-13.0% | $170,442-76.4% | $69,631-42.3% |
| Participation rate | 53.6% | 63.9%-10.3pp | 83.6%-30.0pp | 70.7%-17.1pp |
| Annual return | 14.69% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $251 | $1,610-84.4% | $5,433-95.4% | $2,032-87.7% |
| Participant deferral / active EE | $1,974 | $2,080-5.1% | $4,939-60.0% | $3,224-38.8% |
| Admin fee / account holder | $255 | $116+120.0% | $13,880-98.2% | $110+131.0% |