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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.4 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $19,907 |
VISION ESOP VALUATION1 year Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.) | $17,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,542 | $83,045+23.5% | $130,045-21.1% | $71,511+43.4% |
| Participation rate | 99.6% | 74.1%+25.5pp | 78.5%+21.1pp | 67.9%+31.6pp |
| Annual return | 44.96% | 20.61%+24.4pp | -137.30%+182.3pp | 28.86%+16.1pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $115 | $1,727-93.3% | $10,600-98.9% | $1,588-92.7% |