Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $19,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,758 | $36,916-38.4% | $156,551-85.5% | $57,658-60.5% |
| Participation rate | 42.5% | 63.4%-20.9pp | 84.0%-41.5pp | 70.2%-27.7pp |
| Annual return | 10.16% | 12.38%-2.2pp | 32.23%-22.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $951 | $1,926-50.6% | $4,871-80.5% | $3,061-68.9% |
| Admin fee / account holder | $144 | $82+74.2% | $13,028-98.9% | $95+52.0% |