Filed February 10, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $18,223 |
Service code 27 7333 E DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $17,408 |
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 | $43,301 | $55,453-21.9% | $170,435-74.6% | $62,293-30.5% |
| Participation rate | 92.3% | 66.4%+25.9pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 14.26% | 21.38%-7.1pp | 205.94%-191.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,816 | $2,164-16.1% | $5,432-66.6% | $2,042-11.1% |
| Participant deferral / active EE | $3,117 | $2,303+35.4% | $4,939-36.9% | $3,169-1.6% |
| Admin fee / account holder | $210 | $455-53.9% | $13,881-98.5% | $479-56.3% |