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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $25,217 |
MARINER LLC1+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 4200 W. 115TH ST, STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,200 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $7,108 |
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 | $44,939 | $41,854+7.4% | $73,836-39.1% | $52,331-14.1% |
| Participation rate | 81.1% | 66.2%+14.9pp | 73.4%+7.7pp | 68.1%+13.0pp |
| Annual return | -2.44% | 2.11%-4.6pp | 2268.06%-2270.5pp | 4.54%-7.0pp |
| Employer contribution / active EE | $4,140 | $1,920+115.6% | $2,787+48.5% | $1,882+120.0% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $227 | $493-53.8% | $4,882-95.3% | $592-61.6% |