Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $37,639 |
SAPERS AND WALLACK1 year Filed as: SAPERS & WALLACK INC. Service code 27 275 WASHINGTON STREET · NEWTON, MA 02458 | Advisory (Plan) | $35,000 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Float revenue; Investment management ... | $9,137 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,570 | $55,002+95.6% | $59,887+79.6% | $56,287+91.1% |
| Participation rate | 87.2% | 75.9%+11.2pp | 74.7%+12.5pp | 69.9%+17.3pp |
| Annual return | 8.00% | 1.13%+6.9pp | 3.46%+4.5pp | -9.96%+18.0pp |
| Employer contribution / active EE | $3,793 | $2,448+54.9% | $2,722+39.3% | $2,111+79.7% |
| Participant deferral / active EE | $4,887 | $3,121+56.6% | $3,402+43.6% | $3,350+45.9% |
| Admin fee / account holder | $318 | $236+34.7% | $3,591-91.2% | $521-39.0% |