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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP3 years Service code 34 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Valuation (appraisals, etc.) | $13,390 |
MENKE & ASSOCIATES, INC.7+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $7,605 |
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 | $43,039 | $105,210-59.1% | $159,487-73.0% | $85,851-49.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -4.33% | 45.08%-49.4pp | 263.71%-268.0pp | 318.63%-323.0pp |
| Employer contribution / active EE | $7,089 | $3,319+113.6% | $4,831+46.7% | $2,565+176.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $129 | $6,934-98.1% | $10,804-98.8% | $6,261-97.9% |