Filed September 26, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $38,341 |
LPL FINANCIAL1+ years Service code 27 165 KIRKS BLVD SUITE 100 · TROY, MI 48084 | Advisory (Plan) | $26,550 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 19 · EIN 75-3182674 | Securities Custodian | $5,929 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Account maintenance fees; Trustee (di... | $1,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,045 | $88,324-61.5% | $115,037-70.4% | $55,191-38.3% |
| Participation rate | 87.8% | 72.5%+15.3pp | 81.4%+6.5pp | 69.2%+18.7pp |
| Annual return | -0.76% | 6.30%-7.1pp | 26.14%-26.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $420 | $2,805-85.0% | $4,608-90.9% | $1,899-77.9% |
| Participant deferral / active EE | $3,010 | $5,042-40.3% | $6,026-50.1% | $3,046-1.2% |
| Admin fee / account holder | $203 | $105+92.9% | $8,175-97.5% | $91+123.9% |