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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.7+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $32,104 |
ESI5 years Filed as: ESI EQUITY Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $7,738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,261 | $65,437+199.9% | $86,698+126.4% | $66,949+193.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 2.89% | -10.91%+13.8pp | 35.96%-33.1pp | 1.57%+1.3pp |
| Employer contribution / active EE | $20,227 | $2,154+839.2% | $2,837+613.0% | $2,545+694.7% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $127 | $642-80.2% | $7,492-98.3% | $594-78.6% |