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| Provider | Service type | Compensation |
|---|---|---|
HEINOLD BANWART, LTD.3+ years Service code 10 · EIN 37-1196235 | Accounting | $10,500 |
STRIEGEL KNOBLOCH & COMPANY, LLC3+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $9,900 |
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 | $16,760 | $44,059-62.0% | $71,671-76.6% | $69,631-75.9% |
| Participation rate | 69.6% | 60.8%+8.8pp | 68.7%+0.8pp | 70.7%-1.1pp |
| Annual return | 13.46% | 21.97%-8.5pp | 20.65%-7.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $339 | $1,305-74.1% | $2,460-86.2% | $2,032-83.3% |
| Participant deferral / active EE | $2,129 | $2,370-10.2% | $3,438-38.1% | $3,224-34.0% |
| Admin fee / account holder | $49 | $108-54.1% | $5,558-99.1% | $110-55.3% |