Filed December 1, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY & KEENE, INC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $85,477 |
MATRIX TRUST COMPANY4+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Sub-transfer agency fees; Distributio... | $24,415 |
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 | $104,142 | $70,083+48.6% | $59,887+73.9% | $55,725+86.9% |
| Participation rate | 89.0% | 78.4%+10.6pp | 74.7%+14.3pp | 70.9%+18.1pp |
| Annual return | -4.46% | 3.13%-7.6pp | 3.46%-7.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,851 | $2,878+33.8% | $2,722+41.5% | $2,078+85.3% |
| Participant deferral / active EE | $4,274 | $3,079+38.8% | $3,402+25.6% | $3,356+27.4% |
| Admin fee / account holder | $193 | $70+174.9% | $3,591-94.6% | $115+67.8% |