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.3+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $50,249 |
LPL FINANCIAL3+ years Service code 27 165 KIRKS BLVD SUITE 100 · TROY, MI 48084 | Advisory (Plan) | $20,808 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $10,720 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,058 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $5,532 |
BMO HARRIS BANK NA1 year Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,554 | $155,795-75.9% | $136,298-72.4% | $69,631-46.1% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 17.01% | 232464.33%-232447.3pp | 5156.27%-5139.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $414 | $2,991-86.2% | $4,696-91.2% | $2,032-79.6% |
| Participant deferral / active EE | $3,214 | $5,394-40.4% | $6,247-48.6% | $3,224-0.3% |
| Admin fee / account holder | $210 | $128+63.5% | $9,244-97.7% | $110+89.9% |