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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.5+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $18,946 |
SANSOME STREET APPRAISERS, INC.5+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $11,500 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $9,200 |
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 | $40,827 | $73,638-44.6% | $95,960-57.5% | $73,493-44.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 0.74% | 16.78%-16.0pp | 91.63%-90.9pp | 28.51%-27.8pp |
| Employer contribution / active EE | $3,716 | $1,863+99.5% | $2,541+46.2% | $2,270+63.7% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $122 | $482-74.8% | $6,797-98.2% | $513-76.3% |