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.3+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $12,640 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,374 | $69,305-86.5% | $82,312-88.6% | $69,631-86.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 28.08% | 21.47%+6.6pp | 25.88%+2.2pp | 27571.02%-27542.9pp |
| Employer contribution / active EE | $1,894 | $1,887+0.4% | $2,428-22.0% | $2,032-6.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $38 | $97-60.7% | $5,608-99.3% | $110-65.4% |