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| Provider | Service type | Compensation |
|---|---|---|
ISSACKS & ASSOCIATES1 year Service code 20 12777 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $30,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J. P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $22,806 |
Filed as: HUSELTON, MORGAN, & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $11,675 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE AND ASSOCIATES Service code 14 · EIN 94-2349093 | Plan Administrator | $9,288 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,044 | $88,122-92.0% | $141,197-95.0% | $67,582-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 13.21% | 75.40%-62.2pp | 71.41%-58.2pp | 378.57%-365.4pp |
| Employer contribution / active EE | $527 | $3,224-83.6% | $4,736-88.9% | $2,148-75.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $161 | $131+23.2% | $10,265-98.4% | $142+13.4% |