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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE AND ASSOCIATES Service code 14 · EIN 94-2349093 | Plan Administrator | $22,829 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J. P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $21,625 |
ISSACKS & ASSOCIATES2 years Service code 20 12777 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $20,000 |
Filed as: HUSELTON, MORGAN, & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $13,675 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,027 | $100,801-93.0% | $149,696-95.3% | $73,409-90.4% |
| Participation rate | 99.6% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 16.39% | 265.34%-248.9pp | 276.60%-260.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $446 | $3,312-86.5% | $4,644-90.4% | $2,234-80.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $131 | $181-27.7% | $9,309-98.6% | $158-17.2% |