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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,696 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $29,698 |
Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 5975 CASTLE CREEK PARKWAY NORTH DR · INDIANAPOLIS, IN 46250 | Accounting | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $84,245-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 10.4%-10.4pp |
| Annual return | 2.92% | 7.33%-4.4pp | 1.43%+1.5pp | 9.31%-6.4pp |
| Employer contribution / active EE | $44,641 | $19,279+131.5% | $17,287+158.2% | $13,179+238.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $380-100.0% | $4,785-100.0% |