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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.3+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $14,193 |
SANSOME STREET APPRAISERS, INC.3+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $11,000 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $8,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,953 | $59,191-25.7% | $76,767-42.7% | $56,289-21.9% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.5pp | 69.9%+29.7pp |
| Annual return | -2.34% | 6.62%-9.0pp | 2.43%-4.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $2,599 | $1,759+47.8% | $2,485+4.6% | $2,111+23.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $118 | $489-75.9% | $6,675-98.2% | $521-77.4% |