Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $6,624 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
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 | $6,612 | $46,360-85.7% | $147,617-95.5% | $52,331-87.4% |
| Participation rate | 86.4% | 64.9%+21.4pp | 84.6%+1.7pp | 68.1%+18.3pp |
| Annual return | -0.34% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $37 | $766-95.2% | $11,612-99.7% | $592-93.8% |