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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,068 | $102,317-88.2% | $146,958-91.8% | $80,856-85.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 1.63% | 134.76%-133.1pp | 418.34%-416.7pp | 35.59%-34.0pp |
| Employer contribution / active EE | $1,359 | $3,713-63.4% | $4,933-72.5% | $2,755-50.7% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $154 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |