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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.7 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $17,936 |
DETTERBECK JOHNSON & MONSEN7 years Service code 10 · EIN 36-3371404 | Accounting | $12,000 |
CENTER POINT1 year Service code 34 · EIN 37-1545865 | Valuation (appraisals, etc.) | $6,500 |
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 | $14,488 | $102,422-85.9% | $147,117-90.2% | $80,959-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -7.47% | 135.16%-142.6pp | 420.54%-428.0pp | 35.67%-43.1pp |
| Employer contribution / active EE | $1,286 | $3,717-65.4% | $4,932-73.9% | $2,757-53.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $231 | $7,953-97.1% | $12,993-98.2% | $6,925-96.7% |