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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $42,569 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Investment management fees paid direc... | $8,103 |
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 | $41,163 | $74,024-44.4% | $78,002-47.2% | $57,658-28.6% |
| Participation rate | 98.2% | 79.7%+18.4pp | 75.5%+22.7pp | 70.2%+28.0pp |
| Annual return | 8.13% | 12.14%-4.0pp | 425.99%-417.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,657 | $2,365+96.9% | $2,470+88.5% | $1,974+135.9% |
| Participant deferral / active EE | $3,245 | $3,533-8.1% | $3,497-7.2% | $3,061+6.0% |
| Admin fee / account holder | $130 | $93+39.0% | $5,481-97.6% | $95+37.1% |