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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $10,930 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,959 | $63,905-89.1% | $74,184-90.6% | $57,658-87.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.23% | 60.60%-57.4pp | 17.74%-14.5pp | 5.13%-1.9pp |
| Employer contribution / active EE | $1,976 | $1,840+7.4% | $2,370-16.6% | $1,974+0.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $37 | $91-58.9% | $5,586-99.3% | $95-60.4% |