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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.6+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $20,572 |
ESI4 years Filed as: ESI EQUITY Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,217 | $84,936+107.5% | $111,308+58.3% | $79,391+122.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 34.98% | 17.45%+17.5pp | 54.67%-19.7pp | 116.88%-81.9pp |
| Employer contribution / active EE | $17,216 | $1,979+769.8% | $2,732+530.2% | $2,428+609.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $75 | $537-86.0% | $7,965-99.1% | $627-88.0% |