Filed November 6, 2024
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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 | $27,029 |
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 | $42,306 | $62,324-32.1% | $68,509-38.2% | $55,191-23.3% |
| Participation rate | 92.2% | 78.9%+13.3pp | 74.7%+17.5pp | 69.2%+23.0pp |
| Annual return | 57.76% | 4.26%+53.5pp | 8.27%+49.5pp | 10.78%+47.0pp |
| Employer contribution / active EE | $4,131 | $2,223+85.8% | $2,278+81.3% | $1,899+117.6% |
| Participant deferral / active EE | $5,578 | $3,425+62.8% | $3,382+64.9% | $3,046+83.1% |
| Admin fee / account holder | $99 | $91+8.5% | $5,275-98.1% | $91+9.2% |