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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 33-0204776 | Contract Administrator | $30,513 |
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.
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 | $9,453 | $111,535-91.5% | $105,223-91.0% | $137,256-93.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 1.18% | 237.85%-236.7pp | 180.65%-179.5pp | 220.34%-219.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $101 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |