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| Provider | Service type | Compensation |
|---|---|---|
ESOP FIDUCIARIES3 years Service code 21 1690 ATLANTIC BEACH DRIVE · ATLANTIC BEACH, FL 32233 | Bank Trustee | $24,319 |
MENKE & ASSOCIATES, INC.3 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 1 KAISER PLAZA · OAKLAND, CA 94612 | Contract Administrator | $12,808 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,380 | $93,598-47.2% | $135,974-63.7% | $75,173-34.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -4.64% | 30.89%-35.5pp | 68.30%-72.9pp | 160.72%-165.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $282 | $6,978-96.0% | $10,767-97.4% | $5,651-95.0% |