Filed June 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $78,227 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 31416 AGOURA ROAD · WESTLAKE VILLAGE, CA 91361 | Advisory (Plan) | $30,223 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Accou... | $27,698 |
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 | $40,436 | $33,232+21.7% | $71,793-43.7% | $63,975-36.8% |
| Participation rate | 99.5% | 60.1%+39.4pp | 69.1%+30.4pp | 71.1%+28.4pp |
| Annual return | 12.12% | 11.99%+0.1pp | 78.04%-65.9pp | 48.65%-36.5pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $73 | $63+15.3% | $4,815-98.5% | $70+4.0% |