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 |
|---|---|---|
HDH ADVISORS LLC7 years Filed as: HDH ADVISORS, LLP Service code 34 · EIN 26-0734074 1601 22ND ST STE 305 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $14,400 |
MARTENS & COMPANY, CPA, LLP10+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $12,000 |
JOE ROBERTS7 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,468 | $90,170-25.2% | $150,734-55.2% | $69,733-3.2% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 4.98% | 16.56%-11.6pp | 600.81%-595.8pp | 15.22%-10.2pp |
| Employer contribution / active EE | $3,962 | $3,428+15.6% | $4,918-19.4% | $2,250+76.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $105 | $4,600-97.7% | $14,905-99.3% | $3,102-96.6% |