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| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC3+ 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.) | $18,600 |
MARTENS & COMPANY, CPA, LLP3+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $8,300 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,896 | $55,449-44.3% | $83,831-63.1% | $56,289-45.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 24.29% | -1.38%+25.7pp | 850.99%-826.7pp | -9.96%+34.2pp |
| Employer contribution / active EE | $2,914 | $2,430+19.9% | $3,631-19.7% | $2,111+38.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $63 | $656-90.4% | $5,479-98.8% | $521-87.9% |