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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 | $36,031 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $26,250 |
Service code 10 · EIN 43-1947695 | Accounting | $12,500 |
LIONS STREET1 year Service code 27 | Advisory (Plan) | $8,750 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $7,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,221 | $57,976+84.9% | $63,018+70.1% | $62,293+72.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.48% | 17.54%-5.1pp | 87.62%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $4,408 | $2,415+82.6% | $2,761+59.7% | $2,042+115.9% |
| Participant deferral / active EE | $5,652 | $2,956+91.2% | $3,330+69.7% | $3,169+78.3% |
| Admin fee / account holder | $362 | $276+31.4% | $3,601-89.9% | $479-24.4% |