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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC3+ years Service code 10 · EIN 45-4084437 | Accounting | $16,000 |
MENKE & ASSOCIATES, INC.3+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $12,895 |
SANSOME STREET APPRAISERS, INC.3+ years Service code 34 255 CALIFORNIA STREET, 10TH FLOOR · SAN FRANCISCO, CA 94111 | Valuation (appraisals, etc.) | $7,000 |
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 | $62,210 | $64,909-4.2% | $82,312-24.4% | $62,293-0.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.57% | 21.18%-7.6pp | 25.88%-12.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $192 | $440-56.3% | $5,608-96.6% | $479-59.9% |