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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $19,783 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $13,000 |
MENKE & ASSOCIATES, INC.2 years Service code 13 · EIN 94-2349093 | Contract Administrator | $12,653 |
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 | $80,155 | $89,367-10.3% | $141,191-43.2% | $72,975+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.56% | 111.87%-99.3pp | 71.41%-58.9pp | 81.01%-68.5pp |
| Employer contribution / active EE | $11,905 | $3,115+282.2% | $4,736+151.4% | $2,440+387.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $335 | $5,957-94.4% | $10,264-96.7% | $5,124-93.5% |