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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.5+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $19,644 |
BIGGS KOFFORD, P.C.5+ years Service code 10 · EIN 84-0884124 | Accounting | $10,300 |
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 | $51,603 | $89,652-42.4% | $141,197-63.5% | $65,186-20.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 13.31% | 32.79%-19.5pp | 71.41%-58.1pp | 29.39%-16.1pp |
| Employer contribution / active EE | $4,274 | $3,065+39.4% | $4,736-9.8% | $2,177+96.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $290 | $569-49.0% | $10,265-97.2% | $847-65.8% |