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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.4+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,259 |
ESI2 years Filed as: ESI EQUITY Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $6,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,671 | $65,378+98.3% | $87,103+48.9% | $65,186+98.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | -7.54% | 31.28%-38.8pp | 28.19%-35.7pp | 29.39%-36.9pp |
| Employer contribution / active EE | $15,636 | $1,823+757.9% | $2,521+520.1% | $2,177+618.3% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $73 | $520-86.0% | $7,491-99.0% | $847-91.4% |