Filed May 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 PO BOX 509025 · SAN DIEGO, CA 921509025 | Advisory (Plan) | $23,145 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $14,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,216 | $54,320-3.9% | $67,652-22.8% | $52,331-0.2% |
| Participation rate | 68.8% | 73.6%-4.8pp | 75.7%-6.9pp | 68.1%+0.6pp |
| Annual return | -0.02% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $389 | $1,544-74.8% | $2,266-82.8% | $1,882-79.3% |
| Participant deferral / active EE | $2,797 | $2,950-5.2% | $3,560-21.4% | $3,022-7.4% |
| Admin fee / account holder | $280 | $527-46.9% | $4,821-94.2% | $592-52.7% |