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.1 year Filed as: MCCREADY&KEENE (ONEMAERICA COMPANY) Service code 14 · EIN 35-0500670 | Plan Administrator | $13,177 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,490 | $66,319-69.1% | $93,621-78.1% | $65,186-68.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.31% | 42.59%-20.3pp | 32.76%-10.5pp | 29.39%-7.1pp |
| Employer contribution / active EE | $1,909 | $2,013-5.2% | $2,719-29.8% | $2,177-12.3% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $147 | $6,900-97.9% | $7,890-98.1% | $847-82.7% |