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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.4 years Service code 13 · EIN 94-2349093 | Contract Administrator | $16,233 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $13,650 |
Filed as: GREGORY F. CHIAMPO Service code 34 345 FILBERT STREET, SUITE 3 · SAN FRANCISCO, CA 94133 | Valuation (appraisals, etc.) | $6,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,289 | $77,901-86.8% | $149,717-93.1% | $75,181-86.3% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 2.89% | 31.73%-28.8pp | 134.41%-131.5pp | 160.69%-157.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $328 | $5,949-94.5% | $13,213-97.5% | $5,650-94.2% |