Filed August 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $16,937 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,477 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Sub-t... | $3,506 |
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 | $71,368 | $89,652-20.4% | $141,197-49.5% | $65,186+9.5% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.5%+14.5pp | 70.2%+26.7pp |
| Annual return | 28.32% | 32.79%-4.5pp | 71.41%-43.1pp | 29.39%-1.1pp |
| Employer contribution / active EE | $7,074 | $3,065+130.8% | $4,736+49.4% | $2,177+225.0% |
| Participant deferral / active EE | $8,560 | $5,691+50.4% | $6,710+27.6% | $3,514+143.6% |
| Admin fee / account holder | $154 | $569-72.9% | $10,265-98.5% | $847-81.8% |