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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.3 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,320 |
ECP ACCOUNTING, INC2 years Filed as: ECP ACCOUNTING, INC. Service code 10 · EIN 87-2146582 | Accounting | $6,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,068 | $102,422-88.2% | $147,117-91.8% | $80,959-85.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 1.63% | 135.16%-133.5pp | 420.54%-418.9pp | 35.67%-34.0pp |
| Employer contribution / active EE | $1,359 | $3,717-63.5% | $4,932-72.5% | $2,757-50.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $154 | $7,953-98.1% | $12,993-98.8% | $6,925-97.8% |