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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $23,717 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (securities); Sub-transfer ... | $2,885 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $2,061 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Custodial (other than securities); Fl... | $893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,055 | $37,117+80.7% | $147,618-54.6% | $55,191+21.5% |
| Participation rate | 49.7% | 63.6%-13.9pp | 84.6%-35.0pp | 69.2%-19.5pp |
| Annual return | -0.76% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,090 | $1,620-32.7% | $5,565-80.4% | $1,899-42.6% |
| Participant deferral / active EE | $2,236 | $1,985+12.6% | $4,895-54.3% | $3,046-26.6% |
| Admin fee / account holder | $129 | $86+50.9% | $11,612-98.9% | $91+42.2% |