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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 33-0204776 | Contract Administrator | $13,324 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,683 | $86,938-4.9% | $102,423-19.3% | $80,925+2.2% |
| Participation rate | 80.3% | 72.4%+7.9pp | 76.5%+3.8pp | 67.7%+12.6pp |
| Annual return | 15.28% | 18.89%-3.6pp | 29.42%-14.1pp | 35.65%-20.4pp |
| Employer contribution / active EE | $6,818 | $2,369+187.8% | $3,023+125.5% | $2,756+147.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $114 | $8,053-98.6% | $9,455-98.8% | $6,940-98.4% |