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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.5+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,610 |
ESI3 years Filed as: ESI EQUITY Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $4,750 |
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 | $117,951 | $73,638+60.2% | $95,964+22.9% | $73,497+60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | -16.39% | 16.78%-33.2pp | 91.64%-108.0pp | 28.51%-44.9pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $15,000 | $3,617+314.7% | $4,167+260.0% | $3,740+301.1% |
| Admin fee / account holder | $78 | $482-83.8% | $6,797-98.9% | $513-84.8% |