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| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC7 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.) | $14,400 |
MARTENS & COMPANY, CPA, LLP10+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $12,000 |
JOE ROBERTS7 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,468 | $83,843-19.5% | $123,973-45.6% | $65,306+3.3% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 4.98% | 19.87%-14.9pp | 388.13%-383.1pp | 21.94%-17.0pp |
| Employer contribution / active EE | $3,962 | $2,873+37.9% | $4,126-4.0% | $1,967+101.4% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $105 | $4,735-97.8% | $11,799-99.1% | $3,480-97.0% |