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| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC2+ 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.) | $9,400 |
MARTENS & COMPANY, CPA, LLP2+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $8,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,672 | $58,726+107.2% | $92,240+31.9% | $62,293+95.3% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 7.90% | 43.62%-35.7pp | 176.29%-168.4pp | 28.90%-21.0pp |
| Employer contribution / active EE | $2,079 | $2,392-13.1% | $3,680-43.5% | $2,042+1.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $200 | $556-64.1% | $5,194-96.1% | $479-58.3% |