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| Provider | Service type | Compensation |
|---|---|---|
STRIEGEL KNOBLOCH & COMPANY, LLC2+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $10,475 |
HEINOLD BANWART, LTD.2+ years Service code 10 · EIN 37-1196235 | Accounting | $10,300 |
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 | $16,911 | $39,819-57.5% | $67,834-75.1% | $57,658-70.7% |
| Participation rate | 65.2% | 61.2%+4.0pp | 68.8%-3.6pp | 70.2%-5.0pp |
| Annual return | 9.68% | 9.19%+0.5pp | 138.47%-128.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $649 | $1,277-49.2% | $2,403-73.0% | $1,974-67.1% |
| Participant deferral / active EE | $2,073 | $2,209-6.2% | $3,160-34.4% | $3,061-32.3% |
| Admin fee / account holder | $62 | $84-25.6% | $4,622-98.7% | $95-34.2% |