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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $16,800 |
MENKE & ASSOCIATES, INC.6 years Service code 13 · EIN 94-2349093 | Contract Administrator | $14,858 |
ACUITY3 years Filed as: ACUITY ADVISORS Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $14,175 |
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 | $128,102 | $91,424+40.1% | $135,942-5.8% | $71,495+79.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 11.50% | 29.90%-18.4pp | 68.28%-56.8pp | 28.85%-17.4pp |
| Employer contribution / active EE | $17,495 | $3,704+372.3% | $4,858+260.2% | $2,589+575.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $286 | $1,266-77.4% | $10,764-97.3% | $1,588-82.0% |