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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
MENKE & ASSOCIATES, INC.2+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $12,515 |
SANSOME STREET APPRAISERS, INC.2+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $6,000 |
KAUFMAN ROSSIN & CO1 year Filed as: KAUFMAN & ROSSIN Service code 10 · EIN 59-1818353 | Accounting | $372 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,771 | $63,924-0.2% | $108,582-41.3% | $55,167+15.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 10.27% | 15.31%-5.0pp | -51.70%+62.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $3,154 | $1,879+67.9% | $3,758-16.1% | $1,963+60.7% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $154 | $618-75.1% | $7,645-98.0% | $504-69.4% |