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| Provider | Service type | Compensation |
|---|---|---|
RUBENS PARTNERS LLP3 years Service code 10 · EIN 20-4519974 | Accounting | $26,650 |
MENKE & ASSOCIATES, INC.3 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $18,396 |
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 | $76,992 | $86,655-11.2% | $119,622-35.6% | $66,938+15.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 27.51% | -8.00%+35.5pp | -14.98%+42.5pp | 1.58%+25.9pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $201 | $755-73.3% | $10,328-98.0% | $594-66.1% |