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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1+ years Service code 15 · EIN 42-0127385 5032 SOUTH BUR OAK PL, STE 131 · SIOUX FALLS, SD 57108 | Recordkeeping | $31,791 |
RSM US LLP1+ years Filed as: MCGLADREY, LLP Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
HDH ADVISORS LLC1+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,092 | $52,678+211.5% | $75,784+116.5% | $59,633+175.2% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.8%+23.1pp | 68.7%+30.3pp |
| Annual return | 7.46% | 2.95%+4.5pp | 9.68%-2.2pp | 2041.45%-2034.0pp |
| Employer contribution / active EE | $5,638 | $2,193+157.1% | $3,323+69.7% | $2,203+156.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $476 | $3,610-86.8% | $5,300-91.0% | $4,297-88.9% |