Filed August 28, 2024 (most recent of 3 filings on file)
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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 | $12,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,619 | $46,360-49.1% | $147,617-84.0% | $52,331-54.9% |
| Participation rate | 39.2% | 64.9%-25.8pp | 84.6%-45.4pp | 68.1%-28.9pp |
| Annual return | -2.47% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $902 | $2,258-60.0% | $4,895-81.6% | $3,022-70.2% |
| Admin fee / account holder | $110 | $766-85.7% | $11,612-99.1% | $592-81.5% |