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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.6+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $17,573 |
BIGGS KOFFORD, P.C.6+ years Service code 10 · EIN 84-0884124 | Accounting | $13,899 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,877 | $99,957-46.1% | $149,745-64.0% | $73,497-26.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 9.06% | 53.87%-44.8pp | 276.72%-267.7pp | 28.51%-19.5pp |
| Employer contribution / active EE | $4,065 | $3,191+27.4% | $4,646-12.5% | $2,270+79.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $330 | $551-40.1% | $9,312-96.5% | $513-35.7% |