Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.4+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $19,938 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $17,000 |
SANSOME STREET APPRAISERS, INC.4+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,128 | $66,302+11.8% | $110,243-32.8% | $56,287+31.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 44.78% | -1.18%+46.0pp | 314.76%-270.0pp | -9.96%+54.7pp |
| Employer contribution / active EE | $4,242 | $2,047+107.2% | $3,827+10.9% | $2,111+101.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $153 | $698-78.1% | $8,548-98.2% | $521-70.7% |