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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 15 · EIN 94-2349093 | Recordkeeping | $26,307 |
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 | $27,805 | $80,763-65.6% | $102,412-72.8% | $74,459-62.7% |
| Participation rate | 88.8% | 65.7%+23.1pp | 74.5%+14.3pp | 67.2%+21.6pp |
| Annual return | 26.66% | 27.57%-0.9pp | 24.94%+1.7pp | 1369.70%-1343.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $72 | $2,371-96.9% | $8,388-99.1% | $1,945-96.3% |