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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $17,545 |
ESOP FIDUCIARIES2 years Service code 21 1690 ATLANTIC BEACH DRIVE · ATLANTIC BEACH, FL 32233 | Bank Trustee | $13,250 |
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 | $57,341 | $82,674-30.6% | $125,381-54.3% | $68,486-16.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.03% | -5.97%-9.1pp | 572.31%-587.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $10,246 | $3,382+203.0% | $4,815+112.8% | $2,597+294.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $234 | $6,277-96.3% | $10,007-97.7% | $5,404-95.7% |