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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 | $32,408 |
BRIAN FREEMAN1 year Filed as: BRIAN STALLONES Service code 27 1111 BRIARCREST DR · BRYAN, TX 77858 | Advisory (Plan) | $14,958 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,260 | $47,977-18.2% | $154,108-74.5% | $56,289-30.3% |
| Participation rate | 67.2% | 66.2%+1.0pp | 83.0%-15.9pp | 69.9%-2.7pp |
| Annual return | -11.82% | 3.54%-15.4pp | 735.21%-747.0pp | -9.96%-1.9pp |
| Employer contribution / active EE | $992 | $2,169-54.3% | $5,298-81.3% | $2,111-53.0% |
| Participant deferral / active EE | $2,835 | $2,392+18.5% | $5,081-44.2% | $3,350-15.4% |
| Admin fee / account holder | $309 | $438-29.4% | $13,411-97.7% | $521-40.6% |