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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.6+ years Filed as: MCCREADY AND KEENE INC. Service code 64 · EIN 35-0500670 | Recordkeeping Fees | $10,580 |
BKD, LLP6+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,400 |
GBQ CONSULTING6+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $8,700 |
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 | $15,466 | $81,494-81.0% | $133,978-88.5% | $73,497-79.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 35.73% | 19.40%+16.3pp | 45.10%-9.4pp | 28.51%+7.2pp |
| Employer contribution / active EE | $1,803 | $2,210-18.4% | $3,919-54.0% | $2,270-20.6% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $267 | $713-62.5% | $8,930-97.0% | $513-47.9% |