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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $20,771 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 10 · EIN 74-1625348 | Accounting | $16,265 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,781 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (bank, trust c... | $2,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,430 | $37,196-23.6% | $154,108-81.6% | $55,725-49.0% |
| Participation rate | 33.8% | 64.1%-30.3pp | 83.0%-49.2pp | 70.9%-37.0pp |
| Annual return | -4.25% | 1319.68%-1323.9pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $445 | $1,614-72.4% | $5,298-91.6% | $2,078-78.6% |
| Participant deferral / active EE | $871 | $2,068-57.9% | $5,081-82.9% | $3,356-74.0% |
| Admin fee / account holder | $172 | $102+69.3% | $13,411-98.7% | $115+49.3% |