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| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC2 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.) | $10,000 |
MARTENS & COMPANY, CPA, LLP5+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $10,000 |
JOE ROBERTS2 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $6,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,552 | $69,383-67.5% | $101,275-77.7% | $73,497-69.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 1.83% | 18.46%-16.6pp | 46.48%-44.7pp | 28.51%-26.7pp |
| Employer contribution / active EE | $2,596 | $2,628-1.2% | $3,660-29.1% | $2,270+14.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $49 | $704-93.1% | $5,948-99.2% | $513-90.5% |