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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $62,619 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $31,545 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (other ... | $10,660 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: KANSAS CITY SERIES OF LOCKTON CO Service code 27 PO BOX 802707 · KANSAS CITY, MO 64180 | Advisory (Plan) | $8,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,386 | $35,463-67.9% | $69,182-83.5% | $329,111-96.5% |
| Participation rate | 10.0% | 34.6%-24.6pp | 55.1%-45.1pp | 67.9%-57.9pp |
| Annual return | 10.05% | 7.72%+2.3pp | -21.93%+32.0pp | 16.35%-6.3pp |
| Employer contribution / active EE | $14 | $449-96.9% | $1,206-98.8% | $2,303-99.4% |
| Participant deferral / active EE | $101 | $1,018-90.0% | $1,897-94.7% | $3,682-97.2% |
| Admin fee / account holder | $63 | $64-2.8% | $2,697-97.7% | $754-91.7% |