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| Provider | Service type | Compensation |
|---|---|---|
PANNELL, KERR, FOSTER2+ years Service code 10 · EIN 73-0356844 | Accounting | $11,187 |
MENKE & ASSOCIATES, INC.2+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $9,989 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,356 | $76,551-46.0% | $123,894-66.6% | $62,881-34.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.54% | 18.68%-17.1pp | 47.52%-46.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $7,118 | $2,882+147.0% | $4,617+54.2% | $2,281+212.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $168 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |