Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $62,552 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $12,020 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS. Service code 37 · EIN 01-0233346 | Loan Processing | $2,446 |
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 | $60,577 | $75,284-19.5% | $91,004-33.4% | $69,631-13.0% |
| Participation rate | 83.1% | 80.4%+2.7pp | 75.6%+7.5pp | 70.7%+12.4pp |
| Annual return | 14.40% | 48.40%-34.0pp | 4.60%+9.8pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $3,294 | $2,473+33.2% | $2,456+34.1% | $2,032+62.1% |
| Participant deferral / active EE | $5,545 | $3,700+49.9% | $3,548+56.3% | $3,224+72.0% |
| Admin fee / account holder | $217 | $111+96.4% | $5,417-96.0% | $110+96.6% |