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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.8+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $22,906 |
MERCER6 years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $13,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,408 | $102,553-74.2% | $151,611-82.6% | $66,914-60.5% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.0pp | 69.8%+29.7pp |
| Annual return | 0.45% | -10.82%+11.3pp | 3.33%-2.9pp | 1.58%-1.1pp |
| Employer contribution / active EE | $1,512 | $4,180-63.8% | $6,166-75.5% | $2,544-40.6% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $128 | $630-79.7% | $11,616-98.9% | $593-78.4% |