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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 | $105,083 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $13,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,339 | $37,213-83.0% | $156,549-96.0% | $63,975-90.1% |
| Participation rate | 63.2% | 65.0%-1.8pp | 84.0%-20.9pp | 71.1%-8.0pp |
| Annual return | 9.83% | 47.89%-38.1pp | 32.23%-22.4pp | 48.65%-38.8pp |
| Employer contribution / active EE | $67 | $1,357-95.0% | $5,501-98.8% | $2,182-96.9% |
| Participant deferral / active EE | $826 | $2,070-60.1% | $4,871-83.0% | $3,356-75.4% |
| Admin fee / account holder | $45 | $56-20.6% | $13,027-99.7% | $70-36.5% |