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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.7+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $34,569 |
SANSOME STREET APPRAISERS, INC.7+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $11,500 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,236 | $72,303+19.3% | $86,698-0.5% | $64,819+33.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | 61.65% | 392.77%-331.1pp | 35.95%+25.7pp | 32.84%+28.8pp |
| Employer contribution / active EE | $4,220 | $2,393+76.3% | $2,837+48.8% | $2,507+68.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $134 | $174-23.0% | $7,493-98.2% | $188-28.6% |