Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.5+ years Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $15,082 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,854 | $58,895-15.4% | $178,503-72.1% | $73,497-32.2% |
| Participation rate | 66.8% | 66.2%+0.6pp | 81.9%-15.1pp | 70.7%-3.9pp |
| Annual return | 7.49% | 24.86%-17.4pp | 151.12%-143.6pp | 28.51%-21.0pp |
| Employer contribution / active EE | $1,901 | $2,236-15.0% | $5,011-62.1% | $2,270-16.2% |
| Participant deferral / active EE | $3,514 | $2,567+36.9% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $185 | $400-53.9% | $13,987-98.7% | $513-64.0% |