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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.5 years Service code 13 · EIN 94-2349093 | Contract Administrator | $27,714 |
SCJ FIDUCIARY SERVICES2 years Service code 24 4102 BALLARD WOODS DRIVE · SMITHFIELD, KY 40068 | Discretionary Trustee | $17,360 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN EDWARDS & CO. Service code 28 707 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Investment Management | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,791 | $83,045-68.9% | $130,045-80.2% | $71,511-63.9% |
| Participation rate | 72.3% | 74.1%-1.8pp | 78.5%-6.2pp | 67.9%+4.4pp |
| Annual return | 0.51% | 20.61%-20.1pp | -137.30%+137.8pp | 28.86%-28.3pp |
| Employer contribution / active EE | $1,699 | $2,623-35.2% | $4,321-60.7% | $2,589-34.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $212 | $1,727-87.7% | $10,600-98.0% | $1,588-86.7% |