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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2 years Service code 18 · EIN 35-0500670 | Custodial (other than securities); Di... | $40,441 |
Service code 27 900 S CAPITAL OF TEXAS · AUSTIN, TX 78746 | Advisory (Plan) | $13,345 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Float revenue; Trustee (bank, trust c... | $7,742 |
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 | $21,025 | $37,196-43.5% | $154,108-86.4% | $55,725-62.3% |
| Participation rate | 94.2% | 64.1%+30.1pp | 83.0%+11.1pp | 70.9%+23.3pp |
| Annual return | -6.56% | 1319.68%-1326.2pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,025 | $1,614-36.5% | $5,298-80.6% | $2,078-50.7% |
| Participant deferral / active EE | $3,144 | $2,068+52.0% | $5,081-38.1% | $3,356-6.3% |
| Admin fee / account holder | $136 | $102+34.3% | $13,411-99.0% | $115+18.4% |