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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Service code 13 · EIN 94-2349093 | Contract Administrator | $48,518 |
Filed as: ARNETT, CARBIS, TOOTHMAN Service code 28 101 WASHINGTON STREET EAST · CHARLESTON, WV 25301 | Investment Management | $10,506 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS & CO. Service code 28 707 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Investment Management | $9,500 |
ELLIS & ELLIS2 years Service code 10 · EIN 55-1265032 | Accounting | $8,000 |
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.
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 | $9,225 | $81,494-88.7% | $133,978-93.1% | $73,497-87.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 5.85% | 19.40%-13.6pp | 45.10%-39.3pp | 28.51%-22.7pp |
| Employer contribution / active EE | $3,000 | $2,210+35.8% | $3,919-23.4% | $2,270+32.2% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $132 | $713-81.5% | $8,930-98.5% | $513-74.3% |