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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.10+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $29,443 |
ESI EQUITY8 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,504 | $85,515+174.2% | $112,040+109.3% | $67,986+244.9% |
| Participation rate | 88.3% | 68.2%+20.1pp | 76.5%+11.8pp | 57.2%+31.1pp |
| Annual return | 9.55% | 29.68%-20.1pp | 24.52%-15.0pp | 31.67%-22.1pp |
| Employer contribution / active EE | $19,170 | $2,191+774.9% | $2,954+549.0% | $2,019+849.6% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $101 | $3,774-97.3% | $12,098-99.2% | $3,203-96.9% |