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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCCIATES, INC. Service code 15 · EIN 94-2349093 | Recordkeeping | $12,818 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,994 | $30,555-93.5% | $80,716-97.5% | $86,799-97.7% |
| Participation rate | 100.0% | 37.2%+62.8pp | 54.2%+45.8pp | 72.3%+27.7pp |
| Annual return | 8.37% | 30.35%-22.0pp | 87.28%-78.9pp | 97.91%-89.5pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $1,050-100.0% | $2,146-100.0% | $4,131-100.0% |
| Admin fee / account holder | $26 | $135-80.8% | $3,380-99.2% | $170-84.7% |