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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $16,487 |
Filed as: RATHBONE WARWICK Service code 27 101 S. CAPITOL BLVD. SUITE 1201 · BOISE, ID 83702 | Advisory (Plan) | $15,293 |
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 | $50,251 | $55,453-9.4% | $170,435-70.5% | $62,293-19.3% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 13.56% | 21.38%-7.8pp | 205.94%-192.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $3,376 | $2,164+56.0% | $5,432-37.9% | $2,042+65.3% |
| Participant deferral / active EE | $2,852 | $2,303+23.9% | $4,939-42.3% | $3,169-10.0% |
| Admin fee / account holder | $149 | $455-67.2% | $13,881-98.9% | $479-68.9% |