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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $37,819 |
SAPERS AND WALLACK2 years Filed as: SAPERS & WALLACK INC. Service code 27 275 WASHINGTON STREET · NEWTON, MA 02458 | Advisory (Plan) | $35,000 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Distr... | $9,031 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,971 | $60,795+69.4% | $69,461+48.2% | $65,185+58.0% |
| Participation rate | 88.3% | 74.9%+13.5pp | 74.6%+13.7pp | 70.2%+18.1pp |
| Annual return | 5.57% | 17.46%-11.9pp | 28.97%-23.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $3,643 | $2,452+48.6% | $2,779+31.1% | $2,177+67.4% |
| Participant deferral / active EE | $5,127 | $3,162+62.2% | $3,536+45.0% | $3,514+45.9% |
| Admin fee / account holder | $294 | $314-6.4% | $3,840-92.4% | $847-65.3% |