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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.6 years Service code 13 · EIN 94-2349093 | Contract Administrator | $36,378 |
SCJ FIDUCIARY SERVICES3 years Service code 24 4102 BALLARD WOODS DRIVE · SMITHFIELD, KY 40068 | Discretionary Trustee | $15,000 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN EDWARDS & CO. Service code 28 707 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,613 | $88,137-63.0% | $164,975-80.2% | $74,429-56.2% |
| Participation rate | 96.2% | 73.1%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 21.46% | 17.13%+4.3pp | 70.12%-48.7pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $2,201 | $2,597-15.2% | $4,343-49.3% | $2,625-16.1% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $189 | $2,231-91.5% | $12,688-98.5% | $1,944-90.3% |