Filed August 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $10,938 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $1,501 |
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 | $31,764 | $75,183-57.8% | $123,894-74.4% | $55,167-42.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 13.75% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.5pp |
| Employer contribution / active EE | $5,937 | $2,823+110.3% | $4,617+28.6% | $1,963+202.5% |
| Participant deferral / active EE | $6,322 | $5,084+24.3% | $5,984+5.6% | $3,054+107.0% |
| Admin fee / account holder | $80 | $663-87.9% | $8,357-99.0% | $504-84.1% |