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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.5 years Service code 13 · EIN 94-2349093 | Contract Administrator | $27,882 |
CROWE LLP1 year Service code 34 · EIN 35-0921680 | Valuation (appraisals, etc.) | $14,328 |
ACUITY2 years Filed as: ACUITY ADVISORS Service code 10 · EIN 33-0204776 | Accounting | $13,125 |
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 | $109,245 | $84,493+29.3% | $125,381-12.9% | $66,938+63.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -5.33% | -8.49%+3.2pp | 572.31%-577.6pp | 1.58%-6.9pp |
| Employer contribution / active EE | $10,353 | $3,554+191.3% | $4,815+115.0% | $2,545+306.8% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $316 | $685-53.8% | $10,007-96.8% | $594-46.7% |