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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.3 years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $30,674 |
Filed as: FIDELITY INVESTMENT Service code 21 100 S ASHLEY DR #1190 · TAMPA, FL 33602 | Bank Trustee | $29,238 |
BIGGS KOFFORD, P.C.2 years Filed as: BIGGS KOFFORD Service code 10 630 SOUTHPOINTE COURT, SUITE 200 · COLORADO SPRINGS, CO 80906 | Accounting | $13,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,727 | $101,499-20.5% | $147,005-45.1% | $74,546+8.3% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 12.81% | 8732.34%-8719.5pp | 418.76%-406.0pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $5,781 | $3,811+51.7% | $4,934+17.2% | $2,624+120.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $292 | $1,748-83.3% | $13,006-97.8% | $1,944-85.0% |