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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.6 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $15,378 |
DETTERBECK JOHNSON & MONSEN6 years Service code 10 · EIN 36-3371404 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,637 | $91,439-82.9% | $135,974-88.5% | $71,511-78.1% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.2pp |
| Annual return | -10.38% | 29.90%-40.3pp | 68.30%-78.7pp | 28.86%-39.2pp |
| Employer contribution / active EE | $9,391 | $3,705+153.5% | $4,859+93.3% | $2,589+262.7% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $157 | $1,267-87.6% | $10,767-98.5% | $1,588-90.1% |