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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.6+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $13,578 |
MARCUM LLP2 years Service code 34 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Valuation (appraisals, etc.) | $13,390 |
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 | $47,650 | $98,776-51.8% | $149,745-68.2% | $79,856-40.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -13.90% | 27.38%-41.3pp | 276.72%-290.6pp | 31.71%-45.6pp |
| Employer contribution / active EE | $6,389 | $3,217+98.6% | $4,646+37.5% | $2,471+158.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $183 | $6,053-97.0% | $9,312-98.0% | $5,306-96.5% |