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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.5+ years Filed as: MCCREADY AND KEENE INC. Service code 64 · EIN 35-0500670 | Recordkeeping Fees | $11,631 |
BKD, LLP5+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,700 |
GBQ CONSULTING5+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $8,300 |
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 | $10,291 | $86,341-88.1% | $125,192-91.8% | $65,185-84.2% |
| Participation rate | 99.0% | 75.3%+23.7pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | -0.15% | 27.44%-27.6pp | 43.79%-43.9pp | 29.38%-29.5pp |
| Employer contribution / active EE | $1,172 | $2,040-42.6% | $3,866-69.7% | $2,177-46.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $283 | $609-53.6% | $9,704-97.1% | $847-66.6% |