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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $60,505 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 10 41 S HIGH ST SUITE 2700 · COLUMBUS, OH 43215 | Accounting | $14,000 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $6,592 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Custodial (other than securities); Ac... | $3,962 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $341 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,844 | $37,039-30.2% | $147,614-82.5% | $59,188-56.3% |
| Participation rate | 92.0% | 63.8%+28.2pp | 84.6%+7.4pp | 69.4%+22.6pp |
| Annual return | 1.17% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,261 | $2,094+151.3% | $4,895+7.5% | $3,265+61.2% |
| Admin fee / account holder | $59 | $60-2.3% | $11,611-99.5% | $92-36.2% |