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| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC3 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.) | $10,250 |
JOE ROBERTS3 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $6,525 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $41,471 | $77,677-46.6% | $109,173-62.0% | $79,391-47.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 83.73% | 23.44%+60.3pp | 25.75%+58.0pp | 116.88%-33.2pp |
| Employer contribution / active EE | $3,023 | $2,798+8.0% | $3,723-18.8% | $2,428+24.5% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $32 | $732-95.6% | $6,755-99.5% | $627-94.9% |