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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 18 · EIN 35-0500670 | Direct payment from the plan; Custodi... | $42,853 |
Filed as: SWBC Service code 27 9311 SAN PEDRO AVENUE · SAN ANTONIO, TX 78216 | Advisory (Plan) | $28,530 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Account maintenance fees; Distributio... | $4,348 |
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 | $14,836 | $36,916-59.8% | $156,551-90.5% | $57,658-74.3% |
| Participation rate | 97.7% | 63.4%+34.2pp | 84.0%+13.6pp | 70.2%+27.4pp |
| Annual return | 25.28% | 12.38%+12.9pp | 32.23%-7.0pp | 5.13%+20.1pp |
| Employer contribution / active EE | $875 | $1,571-44.3% | $5,501-84.1% | $1,974-55.7% |
| Participant deferral / active EE | $3,288 | $1,926+70.7% | $4,871-32.5% | $3,061+7.4% |
| Admin fee / account holder | $157 | $82+90.1% | $13,028-98.8% | $95+65.9% |