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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $58,164 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 10 41 S HIGH ST SUITE 2700 · COLUMBUS, OH 43215 | Accounting | $14,000 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO Service code 18 · EIN 75-3182674 | Custodial (other than securities); Ac... | $11,621 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $324 |
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.
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 | $29,381 | $37,213-21.0% | $156,551-81.2% | $63,975-54.1% |
| Participation rate | 47.6% | 65.0%-17.4pp | 84.0%-36.4pp | 71.1%-23.5pp |
| Annual return | 7.17% | 47.89%-40.7pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,192 | $2,070+5.9% | $4,871-55.0% | $3,356-34.7% |
| Admin fee / account holder | $62 | $56+9.8% | $13,028-99.5% | $70-12.2% |