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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $28,850 |
BRIGGS & VESELKA CO.2 years Service code 10 · EIN 74-1769118 | Accounting | $14,599 |
MENKE & ASSOCIATES, INC.3 years Service code 13 · EIN 94-2349093 | Contract Administrator | $13,568 |
MUSICK, PEELER & GARRETT1 year Filed as: MUSICK, PEELER & GARRETT LLP Service code 29 · EIN 95-1777575 | Legal | $6,468 |
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 | $105,954 | $213,957-50.5% | $149,730-29.2% | - |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.5%+17.5pp | - |
| Annual return | 28.09% | 9.83%+18.3pp | 276.70%-248.6pp | - |
| Employer contribution / active EE | $11,645 | $3,868+201.1% | $4,645+150.7% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $453 | $24,510-98.1% | $9,310-95.1% | - |