Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.9+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $29,879 |
SANSOME STREET APPRAISERS, INC.9+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.); Consult... | $27,500 |
US TREASURY1 year Service code 49 · EIN 53-6002509 | Other Services | $16,994 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $15,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,702 | $89,067+17.6% | $102,423+2.2% | $77,714+34.7% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 21.49% | 25.01%-3.5pp | 29.42%-7.9pp | 31.26%-9.8pp |
| Employer contribution / active EE | $7,872 | $2,699+191.6% | $3,023+160.4% | $2,727+188.7% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $255 | $236+8.1% | $9,455-97.3% | $433-41.2% |