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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 | $81,487-33.9% | $102,412-47.4% | $80,935-33.5% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | -8.22% | 25.60%-33.8pp | 24.94%-33.2pp | 35.66%-43.9pp |
| Employer contribution / active EE | $1,648 | $3,103-46.9% | $3,870-57.4% | $2,757-40.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $193 | $6,717-97.1% | $8,388-97.7% | $6,924-97.2% |