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| 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 | Consulting fees; Valuation (appraisal... | $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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,702 | $89,123+17.5% | $102,460+2.2% | $77,762+34.6% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 21.49% | 25.05%-3.6pp | 29.47%-8.0pp | 31.27%-9.8pp |
| Employer contribution / active EE | $7,872 | $2,700+191.6% | $3,025+160.2% | $2,728+188.5% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $255 | $236+8.0% | $9,460-97.3% | $433-41.1% |