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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC Service code 15 · EIN 35-0500670 | Recordkeeping | $30,815 |
CAPSOUTH PARTNERS2+ years Filed as: CAPSOUTH PARTNERS, INC Service code 27 · EIN 01-0647966 | Advisory (Plan) | $25,502 |
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 | $38,773 | $50,106-22.6% | $69,779-44.4% | $57,658-32.8% |
| Participation rate | 93.3% | 70.9%+22.5pp | 71.8%+21.5pp | 70.2%+23.1pp |
| Annual return | 7.29% | 14.58%-7.3pp | 12.99%-5.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,102 | $1,739-36.6% | $2,338-52.9% | $1,974-44.2% |
| Participant deferral / active EE | $1,875 | $2,486-24.6% | $2,931-36.0% | $3,061-38.7% |
| Admin fee / account holder | $183 | $89+105.6% | $4,381-95.8% | $95+94.0% |