Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $31,455 |
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 14 · EIN 92-2349093 | Plan Administrator | $28,932 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $28,201 |
Filed as: HUSELTON, MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $18,720 |
ISSACKS & ASSOCIATES6 years Service code 20 1277 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $17,325 |
PENCHECKS1 year Service code 63 · EIN 33-6134835 | 12b-1 Fees | $6,885 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,144 | $122,219-92.5% | $147,096-93.8% | $199,921-95.4% |
| Participation rate | 99.8% | 78.3%+21.6pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | 28.79% | 30.59%-1.8pp | 419.75%-391.0pp | 34.28%-5.5pp |
| Employer contribution / active EE | $217 | $4,096-94.7% | $4,936-95.6% | $3,035-92.9% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $95 | $179-46.9% | $13,005-99.3% | $269-64.6% |