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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,066 |
PANNELL, KERR, FOSTER1+ years Service code 10 · EIN 73-0356844 | Accounting | $8,540 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,167 | $72,177-52.7% | $115,038-70.3% | $59,633-42.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -56.74% | 12.02%-68.8pp | 26.14%-82.9pp | 2041.45%-2098.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,962 | $4,783+24.6% | $6,026-1.1% | $3,192+86.8% |
| Admin fee / account holder | $177 | $4,927-96.4% | $8,175-97.8% | $4,297-95.9% |