Filed June 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $177,922 |
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $8,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,605 | $31,036-20.7% | $71,793-65.7% | $65,292-62.3% |
| Participation rate | 37.6% | 56.1%-18.5pp | 69.1%-31.5pp | 72.4%-34.9pp |
| Annual return | 72.33% | 8.62%+63.7pp | 78.04%-5.7pp | 11.84%+60.5pp |
| Employer contribution / active EE | $314 | $662-52.7% | $1,924-83.7% | $2,302-86.4% |
| Participant deferral / active EE | $1,501 | $1,336+12.3% | $2,794-46.3% | $3,579-58.1% |
| Admin fee / account holder | $8 | $65-87.4% | $4,815-99.8% | $57-85.7% |