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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.5 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $38,661 |
CENTER POINT1 year Filed as: CENTER POINT BUSINESS VALUATIONS Service code 34 · EIN 37-1545865 | Valuation (appraisals, etc.) | $10,299 |
DETTERBECK JOHNSON & MONSEN5 years Service code 10 · EIN 36-3371404 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,950 | $84,493-87.0% | $125,381-91.3% | $66,938-83.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -11.27% | -8.49%-2.8pp | 572.31%-583.6pp | 1.58%-12.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $396 | $685-42.2% | $10,007-96.0% | $594-33.3% |