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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 64 · EIN 94-2349093 ONE KAISER PLAZA STE. 505 · OAKLAND, CA 94612 | Recordkeeping Fees | $105,798 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 64 · EIN 94-1737782 2333 TOWN CENTER DRIVE SUITE 100 · SUGARLAND, TX 77478 | Recordkeeping Fees | $17,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,800 | $105,210-35.6% | $159,487-57.5% | $85,851-21.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 93.45% | 45.08%+48.4pp | 263.71%-170.3pp | 318.63%-225.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $955 | $6,934-86.2% | $10,804-91.2% | $6,261-84.7% |