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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $13,104 |
SANSOME STREET APPRAISERS, INC.2+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $11,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,656 | $64,909-28.1% | $82,312-43.3% | $62,293-25.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.12% | 21.18%-16.1pp | 25.88%-20.8pp | 28.90%-23.8pp |
| Employer contribution / active EE | $3,459 | $1,676+106.4% | $2,428+42.4% | $2,042+69.4% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $129 | $440-70.7% | $5,608-97.7% | $479-73.2% |