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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.9+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,086 |
ESI7 years Filed as: ESI EQUITY Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,470 | $79,181+173.4% | $102,423+111.3% | $74,429+190.8% |
| Participation rate | 72.3% | 74.8%-2.4pp | 76.5%-4.2pp | 67.2%+5.1pp |
| Annual return | 17.79% | 54.97%-37.2pp | 29.42%-11.6pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $17,894 | $2,362+657.7% | $3,023+491.9% | $2,625+581.7% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $66 | $2,002-96.7% | $9,455-99.3% | $1,944-96.6% |