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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $19,068 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $18,291 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DR. · CHICAGO, IL 60606 | Advisory (Plan) | $16,133 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $3,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,088 | $41,377+18.6% | $109,313-55.1% | $62,881-21.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -0.75% | 11.05%-11.8pp | 22.07%-22.8pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,015 | $1,276+57.9% | $3,892-48.2% | $2,281-11.6% |
| Participant deferral / active EE | $2,603 | $2,045+27.3% | $3,166-17.8% | $3,203-18.7% |
| Admin fee / account holder | $422 | $2,884-85.4% | $5,666-92.6% | $4,296-90.2% |