Filed February 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $17,639 |
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 | $135,172 | $54,320+148.8% | $67,652+99.8% | $52,331+158.3% |
| Participation rate | 98.6% | 73.6%+25.0pp | 75.7%+22.9pp | 68.1%+30.5pp |
| Annual return | 4.54% | 6.81%-2.3pp | 6625.04%-6620.5pp | 4.54%0pp |
| Employer contribution / active EE | $4,209 | $1,544+172.6% | $2,266+85.8% | $1,882+123.7% |
| Participant deferral / active EE | $5,781 | $2,950+95.9% | $3,560+62.4% | $3,022+91.3% |
| Admin fee / account holder | $135 | $527-74.3% | $4,821-97.2% | $592-77.1% |