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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 | $32,469 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $26,250 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $6,723 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,322 | $52,467+93.1% | $57,196+77.2% | $55,167+83.7% |
| Participation rate | 97.4% | 75.8%+21.5pp | 75.3%+22.0pp | 69.0%+28.4pp |
| Annual return | 1.06% | 7.72%-6.7pp | 14.59%-13.5pp | 169.23%-168.2pp |
| Employer contribution / active EE | $8,804 | $2,477+255.4% | $2,683+228.2% | $1,963+348.6% |
| Participant deferral / active EE | $5,117 | $2,830+80.8% | $3,096+65.3% | $3,054+67.5% |
| Admin fee / account holder | $271 | $269+0.7% | $3,141-91.4% | $504-46.2% |