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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $21,275 |
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY & DRISCOLL Service code 10 · EIN 04-2684828 | Accounting | $15,000 |
ESOP ECONOMICS1+ years Filed as: ESOP ECONOMICS, INC. Service code 13 · EIN 23-2860299 | Contract Administrator | $6,380 |
SANSOME STREET APPRAISERS, INC.1+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $6,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,778 | $57,108+6.4% | $94,228-35.5% | $52,331+16.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 35.07% | 1.47%+33.6pp | 10.68%+24.4pp | 4.54%+30.5pp |
| Employer contribution / active EE | $2,460 | $1,735+41.7% | $3,587-31.4% | $1,882+30.7% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $235 | $546-57.0% | $6,269-96.3% | $592-60.3% |