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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.8+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $15,867 |
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 | $10,930 | $65,437-83.3% | $86,698-87.4% | $66,949-83.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.5pp |
| Annual return | 17.49% | -10.91%+28.4pp | 35.96%-18.5pp | 1.57%+15.9pp |
| Employer contribution / active EE | $1,366 | $2,154-36.6% | $2,837-51.9% | $2,545-46.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $33 | $642-94.8% | $7,492-99.6% | $594-94.4% |