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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 13 7941 CASTLEWAY DR. · INDIANAPOLIS, IN 46250 | Contract Administrator | $50,218 |
REGIONS BANK2+ years Service code 25 · EIN 62-0859006 | Directed Trustee | $42,364 |
HARRISON STEEL CASTING CO.2+ years Service code 10 · EIN 35-0368130 | Accounting | $28,279 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $26,717 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,490 | $60,165-1.1% | $74,184-19.8% | $55,167+7.8% |
| Participation rate | 96.9% | 74.2%+22.7pp | 76.6%+20.3pp | 69.0%+27.9pp |
| Annual return | 0.82% | 10.00%-9.2pp | 17.74%-16.9pp | 169.23%-168.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $571 | $2,973-80.8% | $3,550-83.9% | $3,054-81.3% |
| Admin fee / account holder | $547 | $419+30.6% | $5,586-90.2% | $504+8.6% |