Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $38,325 |
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE. · PASDENA, CA 91101 | Advisory (Plan) | $32,115 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $8,669 |
KOBO WEALTH CONSERVANCY2 years Filed as: KOBO WEALTH Service code 26 119 MERCHANT STREET SUITE 610 · HONOLULU, HI 96813 | Advisory (Participants) | $4,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $78,773 | $58,726+34.1% | $92,240-14.6% | $62,293+26.5% |
| Participation rate | 63.3% | 68.3%-5.0pp | 76.5%-13.2pp | 69.5%-6.2pp |
| Annual return | 23.28% | 43.62%-20.3pp | 176.29%-153.0pp | 28.90%-5.6pp |
| Employer contribution / active EE | $1,900 | $2,392-20.6% | $3,680-48.4% | $2,042-7.0% |
| Participant deferral / active EE | $5,521 | $2,766+99.6% | $3,897+41.7% | $3,169+74.2% |
| Admin fee / account holder | $378 | $556-32.0% | $5,194-92.7% | $479-21.1% |