Filed December 14, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Service code 29 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Legal | $9,356 |
Filed as: ADAMY VALUATION ADVISORS, INC. Service code 34 50 LOUIS ST. NW SUITE 405 · GRAND RAPIDS, MI 49503 | Valuation (appraisals, etc.); Direct ... | $9,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,006 | $50,637-62.5% | $86,582-78.0% | $62,293-69.5% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.6pp | 69.5%+29.6pp |
| Annual return | 21.29% | 20.80%+0.5pp | 965.08%-943.8pp | 28.90%-7.6pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $138 | $413-66.6% | $4,904-97.2% | $479-71.2% |