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| Provider | Service type | Compensation |
|---|---|---|
MAH & ASSOCIATES, LLP1 year Service code 10 · EIN 94-3342694 | Accounting | $16,500 |
MENKE & ASSOCIATES, INC.1 year Service code 15 · EIN 94-2349093 | Recordkeeping | $12,494 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,957 | $104,497-31.1% | $159,487-54.9% | $79,389-9.4% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.4pp | 70.7%+28.6pp |
| Annual return | 13.80% | 67.98%-54.2pp | 263.71%-249.9pp | 116.89%-103.1pp |
| Employer contribution / active EE | $9,384 | $3,418+174.6% | $4,831+94.2% | $2,428+286.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $170 | $711-76.1% | $10,804-98.4% | $626-72.9% |