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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.7+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $19,226 |
MERCER5 years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $11,000 |
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 | $28,317 | $121,341-76.7% | $189,520-85.1% | $79,393-64.3% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.8%+11.2pp | 70.7%+28.3pp |
| Annual return | 21.38% | 21.08%+0.3pp | 555.25%-533.9pp | 116.87%-95.5pp |
| Employer contribution / active EE | $1,740 | $3,915-55.5% | $6,161-71.8% | $2,428-28.3% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $110 | $651-83.2% | $12,046-99.1% | $627-82.5% |