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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $17,439 |
DEROSE-KRANTZ GROUP2 years Service code 27 1200 17TH STREET STE 2200 · DENVER, CO 80238 | Advisory (Plan) | $17,396 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Sub-transfer agency fees; Trustee (di... | $2,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,352 | $43,411+4.5% | $94,993-52.3% | $69,631-34.9% |
| Participation rate | 23.7% | 64.4%-40.7pp | 73.9%-50.2pp | 70.7%-47.0pp |
| Annual return | 13.97% | 22.54%-8.6pp | 27.12%-13.2pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $798 | $2,384-66.5% | $3,317-75.9% | $3,224-75.3% |
| Admin fee / account holder | $128 | $87+46.5% | $4,960-97.4% | $110+15.8% |