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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE Service code 15 · EIN 94-2349093 | Recordkeeping | $14,764 |
MARCUM LLP4 years Service code 34 · EIN 11-1986323 | Consulting fees; Valuation (appraisal... | $6,180 |
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 | $38,076 | $82,678-53.9% | $125,391-69.6% | $68,490-44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.78% | -5.97%-14.8pp | 572.41%-593.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $9,674 | $3,382+186.0% | $4,816+100.9% | $2,597+272.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $136 | $6,277-97.8% | $10,009-98.6% | $5,403-97.5% |