Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $10,807 |
ESI EQUITY1 year Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,201 | $95,453-46.4% | $112,040-54.3% | $82,448-37.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -38.65% | 23.92%-62.6pp | 24.52%-63.2pp | 41.64%-80.3pp |
| Employer contribution / active EE | $14,759 | $2,318+536.8% | $2,954+399.6% | $2,551+478.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,526 | $9,013-27.6% | $12,098-46.1% | $7,234-9.8% |