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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.8+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $22,236 |
WARREN AVERETT, LLC8+ years Service code 10 · EIN 45-4084437 | Accounting | $16,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 28 P.O BOX 628291 · ORLANDO, FL 32862 | Investment Management | $10,865 |
SANSOME STREET APPRAISERS, INC.8+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,725 |
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 | $89,050 | $65,437+36.1% | $86,698+2.7% | $66,949+33.0% |
| Participation rate | 93.0% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.2pp |
| Annual return | 0.80% | -10.91%+11.7pp | 35.96%-35.2pp | 1.57%-0.8pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $212 | $642-67.0% | $7,492-97.2% | $594-64.3% |