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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $49,981 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE, LLC Service code 10 · EIN 43-1001367 | Accounting | $7,650 |
SANSOME STREET APPRAISERS, INC.1+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,820 | $88,324-97.9% | $115,037-98.4% | $55,191-96.7% |
| Participation rate | 97.6% | 72.5%+25.0pp | 81.4%+16.2pp | 69.2%+28.4pp |
| Annual return | -9.54% | 6.30%-15.8pp | 26.14%-35.7pp | 10.78%-20.3pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $52 | $105-50.7% | $8,175-99.4% | $91-42.8% |