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| Provider | Service type | Compensation |
|---|---|---|
ESOP ECONOMICS1 year Service code 11 PO BOX #577 · FORT WASHINGTON, PA 19034 | Actuarial | $19,272 |
MARCUM LLP1 year Service code 34 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Valuation (appraisals, etc.) | $13,390 |
MENKE & ASSOCIATES, INC.5+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,384 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,333 | $89,370-32.5% | $141,197-57.3% | $72,976-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.18% | 111.88%-105.7pp | 71.41%-65.2pp | 81.02%-74.8pp |
| Employer contribution / active EE | $7,606 | $3,115+144.2% | $4,736+60.6% | $2,440+211.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $345 | $5,957-94.2% | $10,265-96.6% | $5,124-93.3% |