Filed June 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $204,604 |
BSI3+ years Service code 27 8140 N. MOPAC EXPRESSWAY BLDG 4 · AUSTIN, TX 78759 | Advisory (Plan) | $121,554 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 31416 AGOURA ROAD · WESTLAKE VILLAGE, CA 91361 | Advisory (Plan) | $45,583 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $31,163 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $71,068 | $99,649-28.7% | $78,775-9.8% | $147,587-51.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 27.70% | 47.29%-19.6pp | 35.62%-7.9pp | 578.60%-550.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $53,921 | $7,153+653.8% | $5,132+950.6% | $10,886+395.3% |