Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCKREADY AND KEENE, INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $1,135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,537 | $46,360+88.8% | $147,617-40.7% | $52,331+67.3% |
| Participation rate | 90.3% | 64.9%+25.4pp | 84.6%+5.7pp | 68.1%+22.2pp |
| Annual return | -0.60% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,411 | $2,126+60.4% | $5,564-38.7% | $1,882+81.3% |
| Participant deferral / active EE | $3,539 | $2,258+56.8% | $4,895-27.7% | $3,022+17.1% |
| Admin fee / account holder | $5 | $766-99.3% | $11,612-100.0% | $592-99.1% |