Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,223+173.2% | $102,460+111.3% | $74,478+190.6% |
| Participation rate | 72.3% | 74.8%-2.4pp | 76.5%-4.2pp | 67.2%+5.1pp |
| Annual return | 17.79% | 54.98%-37.2pp | 29.47%-11.7pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $17,894 | $2,363+657.2% | $3,025+491.5% | $2,626+581.3% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $66 | $2,003-96.7% | $9,460-99.3% | $1,946-96.6% |