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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.4+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $16,086 |
SANSOME STREET APPRAISERS, INC.4+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $11,500 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $9,000 |
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 | $43,134 | $65,376-34.0% | $87,104-50.5% | $65,185-33.8% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 3.78% | 31.27%-27.5pp | 28.19%-24.4pp | 29.38%-25.6pp |
| Employer contribution / active EE | $4,543 | $1,822+149.3% | $2,521+80.2% | $2,177+108.7% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $120 | $520-76.9% | $7,491-98.4% | $847-85.8% |