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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 94-2349093 | Contract Administrator | $11,776 |
Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $9,646 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,846 | $81,457-33.9% | $103,378-47.9% | $80,911-33.5% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | -8.22% | 25.58%-33.8pp | 24.91%-33.1pp | 35.63%-43.9pp |
| Employer contribution / active EE | $1,648 | $3,107-47.0% | $3,870-57.4% | $2,756-40.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $193 | $6,717-97.1% | $8,401-97.7% | $6,935-97.2% |