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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY AND KEENE INC. Service code 64 · EIN 35-0500670 | Recordkeeping Fees | $10,813 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,400 |
GBQ CONSULTING4+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $8,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,525 | $66,302-85.6% | $110,243-91.4% | $56,289-83.1% |
| Participation rate | 98.1% | 74.9%+23.2pp | 79.8%+18.3pp | 69.9%+28.2pp |
| Annual return | -23.05% | -1.18%-21.9pp | 314.76%-337.8pp | -9.96%-13.1pp |
| Employer contribution / active EE | $1,251 | $2,047-38.9% | $3,827-67.3% | $2,111-40.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $278 | $698-60.2% | $8,548-96.8% | $521-46.7% |