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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $14,924 |
Filed as: RATHBONE WARWICK Service code 27 101 S. CAPITOL BLVD. SUITE 1201 · BOISE, ID 83702 | Advisory (Plan) | $11,004 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $14 |
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 | $49,250 | $46,732+5.4% | $156,551-68.5% | $55,167-10.7% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.0%+13.1pp | 69.0%+28.2pp |
| Annual return | 10.34% | 17.72%-7.4pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $3,156 | $2,105+49.9% | $5,501-42.6% | $1,963+60.8% |
| Participant deferral / active EE | $2,453 | $2,204+11.3% | $4,871-49.6% | $3,054-19.7% |
| Admin fee / account holder | $123 | $418-70.5% | $13,028-99.1% | $504-75.5% |