Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEINOLD BANWART, LTD.1+ years Service code 10 · EIN 37-1196235 | Accounting | $9,800 |
STRIEGEL KNOBLOCH & COMPANY, LLC1+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $4,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,958 | $39,458-59.6% | $60,547-73.6% | $55,191-71.1% |
| Participation rate | 63.1% | 59.6%+3.5pp | 68.0%-4.9pp | 69.2%-6.1pp |
| Annual return | 4.93% | 3.35%+1.6pp | 335.64%-330.7pp | 10.78%-5.8pp |
| Employer contribution / active EE | $657 | $1,210-45.7% | $2,419-72.8% | $1,899-65.4% |
| Participant deferral / active EE | $2,002 | $2,140-6.5% | $3,328-39.8% | $3,046-34.3% |
| Admin fee / account holder | $48 | $95-49.4% | $4,536-98.9% | $91-47.0% |