Filed February 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $83,982 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $30,543 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $15,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,190 | $33,232-27.2% | $71,796-66.3% | $63,975-62.2% |
| Participation rate | 91.6% | 60.1%+31.5pp | 69.1%+22.5pp | 71.1%+20.5pp |
| Annual return | 7.22% | 11.99%-4.8pp | 78.04%-70.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $617 | $723-14.7% | $1,924-68.0% | $2,182-71.7% |
| Participant deferral / active EE | $1,347 | $1,604-16.0% | $2,794-51.8% | $3,356-59.9% |
| Admin fee / account holder | $70 | $63+10.4% | $4,815-98.5% | $70-0.5% |