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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $11,428 |
DETTERBECK JOHNSON & MONSEN2 years Service code 10 · EIN 36-3371404 | Accounting | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,591 | $89,652-96.0% | $141,191-97.5% | $65,185-94.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.5pp | 70.2%+27.8pp |
| Annual return | -2.74% | 32.79%-35.5pp | 71.41%-74.1pp | 29.38%-32.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,013 | $5,691-64.6% | $6,710-70.0% | $3,514-42.7% |
| Admin fee / account holder | $118 | $569-79.2% | $10,264-98.8% | $847-86.0% |