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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.7+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,467 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $13,000 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,725 |
MOLONEY SECURITIES CO, INC.7+ years Service code 28 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021 | Investment Management | $2,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,823 | $39,028+43.0% | $80,741-30.9% | $85,847-35.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 29.08% | 26.31%+2.8pp | 87.30%-58.2pp | 318.61%-289.5pp |
| Employer contribution / active EE | $658 | $722-8.9% | $1,160-43.3% | $2,565-74.4% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $303 | $2,429-87.5% | $3,380-91.0% | $6,261-95.2% |