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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $45,184 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYLMOND JAMES Service code 27 300 W VINE STREET · LEXINGTON, TX 40507 | Advisory (Plan) | $40,820 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); In... | $10,717 |
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 | $30,970 | $23,224+33.3% | $71,089-56.4% | $55,725-44.4% |
| Participation rate | 78.6% | 37.9%+40.7pp | 54.6%+23.9pp | 70.9%+7.7pp |
| Annual return | -5.02% | -2.87%-2.2pp | 650.65%-655.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $297 | $436-32.0% | $1,088-72.7% | $2,078-85.7% |
| Participant deferral / active EE | $1,287 | $929+38.6% | $1,873-31.3% | $3,356-61.6% |
| Admin fee / account holder | $167 | $118+42.0% | $3,082-94.6% | $115+45.4% |