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| Provider | Service type | Compensation |
|---|---|---|
HANSEN, PLAHM & COMPANY3 years Service code 10 8180 S. CASS AVENUE · DARIEN, IL 605615013 | Accounting | $9,377 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,742 |
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 | $65,591 | $78,419-16.4% | $133,971-51.0% | $73,412-10.7% |
| Participation rate | 79.2% | 78.6%+0.6pp | 79.8%-0.6pp | 72.2%+7.1pp |
| Annual return | 13.50% | 33.35%-19.8pp | 45.09%-31.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,680 | $2,044-17.8% | $3,919-57.1% | $2,234-24.8% |
| Participant deferral / active EE | $4,422 | $3,925+12.7% | $5,047-12.4% | $3,806+16.2% |
| Admin fee / account holder | $51 | $161-68.2% | $8,929-99.4% | $158-67.5% |