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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 | $25,555 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,745 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $5,470 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $5,000 |
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 | $48,420 | $75,284-35.7% | $91,004-46.8% | $69,631-30.5% |
| Participation rate | 98.9% | 80.4%+18.5pp | 75.6%+23.3pp | 70.7%+28.2pp |
| Annual return | 16.47% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $4,184 | $2,473+69.2% | $2,456+70.4% | $2,032+105.9% |
| Participant deferral / active EE | $3,307 | $3,700-10.6% | $3,548-6.8% | $3,224+2.6% |
| Admin fee / account holder | $149 | $111+35.0% | $5,417-97.2% | $110+35.2% |