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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $55,883 |
CAPSOUTH PARTNERS1 year Filed as: CAPSOUTH PARTNERS INC. Service code 27 · EIN 01-0647966 | Advisory (Plan) | $21,864 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $6,933 |
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 | $40,215 | $53,925-25.4% | $75,501-46.7% | $69,631-42.2% |
| Participation rate | 92.5% | 71.2%+21.3pp | 72.4%+20.2pp | 70.7%+21.9pp |
| Annual return | 14.43% | 17.84%-3.4pp | 27.35%-12.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $1,323 | $1,802-26.6% | $2,352-43.8% | $2,032-34.9% |
| Participant deferral / active EE | $2,156 | $2,569-16.1% | $3,142-31.4% | $3,224-33.1% |
| Admin fee / account holder | $249 | $97+156.5% | $5,801-95.7% | $110+125.5% |