Filed November 6, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $45,394 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $7,422 |
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 | $52,375 | $74,024-29.2% | $78,002-32.9% | $57,658-9.2% |
| Participation rate | 77.9% | 79.7%-1.9pp | 75.5%+2.4pp | 70.2%+7.7pp |
| Annual return | 8.91% | 12.14%-3.2pp | 425.99%-417.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,615 | $2,365+52.8% | $2,470+46.3% | $1,974+83.2% |
| Participant deferral / active EE | $5,395 | $3,533+52.7% | $3,497+54.3% | $3,061+76.3% |
| Admin fee / account holder | $154 | $93+65.7% | $5,481-97.2% | $95+63.4% |