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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $13,272 |
Filed as: THE BANK ADVISORY GROUP, LLC Service code 34 · EIN 26-0059945 | Valuation (appraisals, etc.) | $8,935 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,463 | $74,089-73.7% | $133,975-85.5% | $55,167-64.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 29.67% | 12.11%+17.6pp | 29.29%+0.4pp | 169.23%-139.6pp |
| Employer contribution / active EE | $1,192 | $3,064-61.1% | $5,211-77.1% | $1,963-39.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $90 | $458-80.4% | $9,324-99.0% | $504-82.2% |