Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2+ years Service code 10 · EIN 42-0127385 5032 SOUTH BUR OAK PL, STE 131 · SIOUX FALLS, SD 57108 | Accounting | $46,211 |
RSM US LLP1 year Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $8,450 |
HDH ADVISORS LLC2+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $7,300 |
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 | $161,800 | $56,894+184.4% | $84,753+90.9% | $62,881+157.3% |
| Participation rate | 98.9% | 68.5%+30.4pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 12.10% | 6.30%+5.8pp | 22.78%-10.7pp | 20.14%-8.0pp |
| Employer contribution / active EE | $5,108 | $2,400+112.8% | $3,574+42.9% | $2,281+123.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $821 | $3,581-77.1% | $5,333-84.6% | $4,296-80.9% |