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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $18,595 |
WARREN AVERETT, LLC1+ years Service code 10 · EIN 45-4084437 | Accounting | $15,760 |
SANSOME STREET APPRAISERS, INC.1+ years Service code 34 255 CALIFORNIA STREET, 10TH FLOOR · SAN FRANCISCO, CA 94111 | Valuation (appraisals, etc.) | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,323 | $54,320-5.5% | $67,652-24.1% | $52,331-1.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 23.56% | 6.81%+16.8pp | 6625.40%-6601.8pp | 4.54%+19.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $216 | $527-59.0% | $4,821-95.5% | $592-63.5% |