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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 13 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Contract Administrator | $33,608 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 15 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Recordkeeping | $7,630 |
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 | $6,591 | $101,539-93.5% | $147,041-95.5% | $74,400-91.1% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.2%+1.4pp | 67.2%+16.4pp |
| Annual return | -17.74% | 8740.84%-8758.6pp | 419.21%-437.0pp | 1367.51%-1385.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $190 | $1,749-89.1% | $13,006-98.5% | $1,944-90.2% |