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.4+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $13,688 |
MERCER2 years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1115464 | Valuation (appraisals, etc.) | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,905 | $79,523-75.0% | $140,019-85.8% | $56,289-64.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 6.48% | 2.39%+4.1pp | 651.17%-644.7pp | -9.96%+16.4pp |
| Employer contribution / active EE | $1,099 | $3,350-67.2% | $5,605-80.4% | $2,111-47.9% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $90 | $614-85.4% | $10,705-99.2% | $521-82.8% |