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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $35,494 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $22,849 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,753 |
Filed as: ROLAND CRISS & WILLIAMS INC. Service code 27 · EIN 75-2866255 | Advisory (Plan) | $12,180 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $4,920 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,507 | $74,552+79.1% | $63,018+111.9% | $69,631+91.7% |
| Participation rate | 28.7% | 78.3%-49.6pp | 74.8%-46.1pp | 70.7%-42.0pp |
| Annual return | 14.77% | 15.77%-1.0pp | 87.62%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,278 | $2,974-23.4% | $3,330-31.6% | $3,224-29.3% |
| Admin fee / account holder | $723 | $59+1116.2% | $3,601-79.9% | $110+554.2% |