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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 27-0112162 | Valuation (appraisals, etc.) | $14,000 |
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,927 |
ECP ACCOUNTING, INC1 year Filed as: ECP ACCOUNTING, INC. Service code 10 · EIN 87-2146582 | Accounting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,953 | $93,598-87.2% | $135,974-91.2% | $75,173-84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.57% | 30.89%-30.3pp | 68.30%-67.7pp | 160.72%-160.2pp |
| Employer contribution / active EE | $2,607 | $3,538-26.3% | $4,859-46.4% | $2,671-2.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $302 | $6,978-95.7% | $10,767-97.2% | $5,651-94.7% |