Filed August 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-3124172 | Direct payment from the plan; Custodi... | $309,027 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY AND KEENE, INC, Service code 11 · EIN 35-0500670 | Actuarial | $143,864 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 7.08% | 7.83%-0.7pp | 8.34%-1.3pp | 13.05%-6.0pp |
| Employer contribution / active EE | $0 | $35,005-100.0% | $30,799-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |