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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $24,150 |
MENKE & ASSOCIATES, INC.7 years Service code 13 · EIN 33-0204776 | Contract Administrator | $17,716 |
ACUITY4 years Filed as: ACUITY ADVISORS Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $15,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,890 | $101,591+34.7% | $147,096-6.9% | $74,429+83.9% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 9.18% | 8746.45%-8737.3pp | 419.75%-410.6pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $11,454 | $3,813+200.4% | $4,936+132.0% | $2,625+336.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $348 | $1,750-80.1% | $13,005-97.3% | $1,944-82.1% |