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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1+ years Service code 15 · EIN 35-0921680 | Recordkeeping | $124,404 |
IMEG CORP1+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $83,016 |
HK FINANCIAL SERVICES1+ years Filed as: HONKAMP KRUEGER AND CO PC Service code 10 · EIN 42-0946155 | Accounting | $26,700 |
ONE DEGREE ADVISORS1+ years Service code 28 · EIN 55-5888999 | Investment Management | $21,443 |
PRUDENT STREET FIN ADV LLC1+ years Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
SIMON FINANCIAL1+ years Service code 34 · EIN 73-1703929 | Direct payment from the plan; Valuati... | $6,667 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,440 | $95,388+7.4% | $125,401-18.3% | $77,906+31.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | 86.88% | 116.19%-29.3pp | 572.53%-485.7pp | 12.16%+74.7pp |
| Employer contribution / active EE | $5,628 | $3,666+53.5% | $4,816+16.9% | $2,846+97.7% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $124 | $119+4.7% | $10,008-98.8% | $133-6.1% |