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| Provider | Service type | Compensation |
|---|---|---|
HANSEN, PLAHM & COMPANY2 years Service code 10 8180 S. CASS AVENUE · DARIEN, IL 605615013 | Accounting | $14,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,522 |
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 | $54,323 | $69,159-21.5% | $125,180-56.6% | $67,579-19.6% |
| Participation rate | 73.5% | 78.2%-4.7pp | 79.8%-6.3pp | 71.3%+2.2pp |
| Annual return | 21.12% | 27.12%-6.0pp | 43.79%-22.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,114 | $2,023-44.9% | $3,866-71.2% | $2,148-48.1% |
| Participant deferral / active EE | $3,402 | $3,700-8.1% | $4,937-31.1% | $3,539-3.9% |
| Admin fee / account holder | $67 | $142-52.5% | $9,703-99.3% | $142-52.7% |