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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 | $13,563 |
DETTERBECK JOHNSON & MONSEN3 years Service code 10 · EIN 36-3371404 | Accounting | $7,000 |
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 | $4,822 | $99,957-95.2% | $149,745-96.8% | $73,497-93.4% |
| Participation rate | 93.7% | 75.7%+18.0pp | 82.5%+11.2pp | 70.7%+23.0pp |
| Annual return | -3.00% | 53.87%-56.9pp | 276.72%-279.7pp | 28.51%-31.5pp |
| Employer contribution / active EE | $1,699 | $3,191-46.8% | $4,646-63.4% | $2,270-25.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $120 | $551-78.1% | $9,312-98.7% | $513-76.5% |