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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC Service code 15 · EIN 35-0500670 | Recordkeeping | $34,273 |
CAPSOUTH PARTNERS1+ years Filed as: CAPSOUTH PARTNERS, INC Service code 27 · EIN 01-0647966 | Advisory (Plan) | $24,878 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Trustee (dire... | $6,049 |
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 | $36,532 | $48,277-24.3% | $63,244-42.2% | $55,191-33.8% |
| Participation rate | 96.2% | 69.4%+26.8pp | 71.0%+25.1pp | 69.2%+27.0pp |
| Annual return | -1.03% | 2.37%-3.4pp | -70.31%+69.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,186 | $1,592-25.5% | $2,322-48.9% | $1,899-37.5% |
| Participant deferral / active EE | $2,035 | $2,432-16.3% | $2,953-31.1% | $3,046-33.2% |
| Admin fee / account holder | $204 | $86+137.3% | $5,893-96.5% | $91+124.7% |