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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC6+ years Service code 10 · EIN 45-4084437 | Accounting | $24,693 |
MENKE & ASSOCIATES, INC.6+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $21,013 |
SANSOME STREET APPRAISERS, INC.6+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,500 |
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 | $91,177 | $73,638+23.8% | $95,964-5.0% | $73,497+24.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 34.30% | 16.78%+17.5pp | 91.64%-57.3pp | 28.51%+5.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $217 | $482-54.9% | $6,797-96.8% | $513-57.7% |