Filed June 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $186,649 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 31416 AGOURA ROAD · WESTLAKE VILLAGE, CA 91361 | Advisory (Plan) | $133,820 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Trust... | $26,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,044 | $37,026-13.5% | $78,775-59.3% | $177,276-81.9% |
| Participation rate | 36.7% | 54.2%-17.5pp | 69.2%-32.5pp | 74.8%-38.1pp |
| Annual return | 34.19% | 16.20%+18.0pp | 35.62%-1.4pp | 21.25%+12.9pp |
| Employer contribution / active EE | $84 | $730-88.6% | $1,986-95.8% | $2,479-96.6% |
| Participant deferral / active EE | $1,518 | $1,412+7.5% | $2,958-48.7% | $3,881-60.9% |
| Admin fee / account holder | $65 | $77-14.9% | $5,132-98.7% | $154-57.7% |