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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $48,788 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,336 |
ROLAND CRISS FIDUCIARY SERVICES2+ years Filed as: ROLAND CRISS & WILLIAMS INC. Service code 27 · EIN 75-2866255 | Advisory (Plan) | $34,139 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,020 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Distr... | $8,846 |
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 | $162,593 | $52,467+209.9% | $57,196+184.3% | $55,167+194.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 75.3%+14.4pp | 69.0%+20.8pp |
| Annual return | 7.65% | 7.72%-0.1pp | 14.59%-6.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $7,475 | $2,477+201.8% | $2,683+178.6% | $1,963+280.9% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $567 | $269+110.7% | $3,141-81.9% | $504+12.5% |