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.4+ years Service code 10 · EIN 37-1196235 | Accounting | $10,800 |
STRIEGEL KNOBLOCH & COMPANY, LLC4+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $9,350 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $8,125 |
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 | $14,442 | $41,467-65.2% | $67,313-78.5% | $55,725-74.1% |
| Participation rate | 69.8% | 62.5%+7.3pp | 69.1%+0.7pp | 70.9%-1.0pp |
| Annual return | -3.21% | 0.82%-4.0pp | -4.08%+0.9pp | 244.93%-248.1pp |
| Employer contribution / active EE | $366 | $1,316-72.2% | $2,566-85.7% | $2,078-82.4% |
| Participant deferral / active EE | $2,279 | $2,399-5.0% | $3,568-36.1% | $3,356-32.1% |
| Admin fee / account holder | $65 | $102-36.7% | $4,507-98.6% | $115-44.0% |