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| Provider | Service type | Compensation |
|---|---|---|
HANSEN, PLAHM & COMPANY1 year Service code 10 8180 S. CASS AVENUE · DARIEN, IL 605615013 | Accounting | $18,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,690 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,032 | $62,267-27.7% | $110,243-59.2% | $55,725-19.2% |
| Participation rate | 73.9% | 78.1%-4.3pp | 79.8%-6.0pp | 70.9%+3.0pp |
| Annual return | -6.16% | -1.07%-5.1pp | 314.76%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,269 | $1,941-34.6% | $3,827-66.8% | $2,078-38.9% |
| Participant deferral / active EE | $3,335 | $3,516-5.2% | $4,672-28.6% | $3,356-0.6% |
| Admin fee / account holder | $84 | $121-30.8% | $8,548-99.0% | $115-27.3% |