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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,010 |
REHMANN ROBSON1+ years Service code 10 · EIN 38-2775013 | Accounting | $9,950 |
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 | $94,693 | $60,165+57.4% | $74,184+27.6% | $55,167+71.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -3.05% | 10.00%-13.0pp | 17.74%-20.8pp | 169.23%-172.3pp |
| Employer contribution / active EE | $8,982 | $1,600+461.5% | $2,370+279.0% | $1,963+357.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $117 | $419-72.1% | $5,586-97.9% | $504-76.8% |