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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.8+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,657 |
ESI6 years Filed as: ESI EQUITY Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,100 |
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 | $212,018 | $76,112+178.6% | $96,544+119.6% | $71,529+196.4% |
| Participation rate | 98.5% | 74.4%+24.1pp | 76.0%+22.5pp | 67.9%+30.6pp |
| Annual return | 12.63% | 22.80%-10.2pp | 25.88%-13.3pp | 28.97%-16.3pp |
| Employer contribution / active EE | $19,246 | $2,248+756.2% | $2,966+548.8% | $2,590+643.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $90 | $2,708-96.7% | $8,254-98.9% | $1,588-94.3% |