Filed June 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BSI1+ years Service code 27 8140 N. MOPAC EXPRESSWAY BLDG 4 · AUSTIN, TX 78759 | Advisory (Plan) | $26,674 |
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $20,958 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT - DAVID HEROUX Service code 27 31416 AGOURA ROAD · WESTLAKE VILLAGE, CA 91361 | Advisory (Plan) | $6,669 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $5,813 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $36,130 | $31,810+13.6% | $64,101-43.6% | $59,188-39.0% |
| Participation rate | 99.9% | 57.7%+42.2pp | 68.2%+31.8pp | 69.4%+30.5pp |
| Annual return | 0.00% | 9.41%-9.4pp | 791.27%-791.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $19 | $57-67.1% | $4,499-99.6% | $92-79.7% |