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| Provider | Service type | Compensation |
|---|---|---|
MARTENS & COMPANY, CPA, LLP1+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $16,000 |
HDH ADVISORS LLC1+ years Filed as: CORPORATE CONTINUITY GROUP, LLC Service code 34 · EIN 26-0734074 1601 22ND ST STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $8,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,423 | $52,884-50.0% | $84,753-68.8% | $55,167-52.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -4.79% | 18.03%-22.8pp | 22.78%-27.6pp | 169.23%-174.0pp |
| Employer contribution / active EE | $2,772 | $2,233+24.1% | $3,574-22.4% | $1,963+41.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $66 | $581-88.7% | $5,333-98.8% | $504-86.9% |