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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.9+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $24,764 |
WARREN AVERETT, LLC9+ years Service code 10 · EIN 45-4084437 | Accounting | $12,800 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 28 P.O BOX 628291 · ORLANDO, FL 32862 | Investment Management | $10,450 |
SANSOME STREET APPRAISERS, INC.9+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,647 | $76,112+12.5% | $96,544-11.3% | $71,529+19.7% |
| Participation rate | 93.7% | 74.4%+19.3pp | 76.0%+17.7pp | 67.9%+25.7pp |
| Annual return | 7.29% | 22.80%-15.5pp | 25.88%-18.6pp | 28.97%-21.7pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $199 | $2,708-92.6% | $8,254-97.6% | $1,588-87.4% |