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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $23,625 |
RUBENS PARTNERS LLP2 years Service code 10 · EIN 20-4519974 | Accounting | $18,095 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,481 | $93,182-31.9% | $146,685-56.7% | $79,393-20.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 71.46% | 21.61%+49.9pp | 22.75%+48.7pp | 116.87%-45.4pp |
| Employer contribution / active EE | $4,566 | $2,420+88.7% | $4,137+10.4% | $2,428+88.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,507-100.0% | $4,046-100.0% |
| Admin fee / account holder | $283 | $585-51.7% | $10,281-97.3% | $627-54.9% |