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| 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 | $122,128-92.5% | $147,117-93.8% | $200,096-95.4% |
| Participation rate | 99.8% | 78.2%+21.7pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | 28.79% | 30.58%-1.8pp | 420.54%-391.8pp | 34.26%-5.5pp |
| Employer contribution / active EE | $217 | $4,093-94.7% | $4,932-95.6% | $3,038-92.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $95 | $180-47.0% | $12,993-99.3% | $269-64.7% |