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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.7+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $13,530 |
BIGGS KOFFORD, P.C.7+ years Service code 10 · EIN 84-0884124 | Accounting | $10,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,750 | $104,479-34.2% | $159,474-56.9% | $79,391-13.4% |
| Participation rate | 97.5% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.7pp |
| Annual return | 28.72% | 67.98%-39.3pp | 263.68%-235.0pp | 116.88%-88.2pp |
| Employer contribution / active EE | $4,237 | $3,417+24.0% | $4,831-12.3% | $2,428+74.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $328 | $711-53.9% | $10,802-97.0% | $627-47.7% |